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Integrative Adviser Online
IntegrativeAdviser.org is our website for discussion of news and ideas among our members.  You can join existing conversations or start your own.  You can also link to other resources and AIFLP members.


The Integrative Adviser
The Integrative Adviser is published and distributed electronically on a quarterly basis.  It contains articles by professionals who serve the public directly, and by those who serve such professionals.  The Integrative Adviser serves the same goals as the AIFLP itself, namely, to help define and develop what integrative, holistic planning is and how it can work, to promote its adoption, and to advocate for issues that will support clients receiving such advice.

There is currently no charge to be added to the distribution list.  We encourage all interested parties to sign up, whatever their professional role or personal interest may be.  To do so, simply complete our Contact Form.


Previous Issues
Back issues are available in PDF format (Adobe Reader required). Contents are listed below:.
  • December 2011 (Vol. 4, No. 4)
    • Fifty Plus, Minus Kids: The Adventure of “Solo Aging” in America, by Sara Zeff Geber
    • Integrating Health and Financial Issues, by Chuck Yanikoski
    • Research notes
  • September 2011 (Vol. 4, No. 3)
    • The Race To Help People Create a Meaningful Retirement, by Robert Laura
    • On the Nature of Relationship, or How about Hooking Up?, by George S. Klavens, M.D.
    • Editor’s Note: Can Spiritual Advice be Automated?
    • Research notes
  • June 2011 (Vol. 4, No. 2)
    • Positioning: The Transition from Thought to Action, by Michael F. Kay, CFP®
    • The Legacy Process: Finding Connection, Voice, Purpose and Vision, by Barbara A. Culver, CFP®, ChFC®, CLU, AEP®
    • Research notes
  • March 2011 (Vol. 4, No. 1)
    • The Life Planning Movement: Accelerating Growth, Acceptance, and Innovation, by Helen Dennis, Doug Dickson, Andrea Gallagher, Meg Newhouse, and Chuck Yanikoski
    • Time Together, Time Apart: I Love You and I Need My Space, by Roberta Taylor and Dorian Mintzer
    • Experience Making a Difference: Uncovering the Hidden Secrets to Effectively Engaging and Working in the Social Sector, by Jay C. Bloom
    • Research notes
  • December 2010 (Vol. 3, No. 4) - Special Issue
    • A Collaborative Model for Integrative Advising: Practitioner’s Guide, from AIFLP and the Life Planning Network
    • Research notes
  • September 2010 (Vol. 3, No. 3)
    • The Couples Retirement Puzzle: 10 Must-Have Conversations for Transitioning to the Second Half of Life, by Roberta Taylor and Dorian Mintzer
    • The Wisdom Scale: Learning to Adapt Advice to the Readiness of the Client, by Chuck Yanikoski and Doug Dickson
    • The Life Planning Movement: The New Advantage for Financial Planners, by Andrea Gallagher, PhD
    • Research notes
  • June 2010 (Vol. 3, No. 2)
    • The Future of Integrative Planning, by Chuck Yanikoski
    • Planning for Well-Being, by John E. Nelson
    • Money in the Adviser/Client Relationship: Lessons from Psychoanalytic Practice, by Muriel Dimen, PhD
    • Research notes
  • March 2010 (Vol. 3, No. 1)
    • Thriving Amidst Uncertainty, by Elizabeth Jetton
    • What Do People Want Their Money to Do?, by Mitch Anthony
    • Recession-Proof Your Retirement Years, by Steve Vernon, FSA
    • Research notes
  • December 2009 (Vol. 2, No. 4)
    • How Non-Financial Advisors Can Participate in and Improve Financial Planning, by Amy Lampert
    • Downshifting: Its Unanticipated Consequences, and How Life Coaching and Planning Can Help, by Melita DeBellis
    • In These Turbulent Times – The Present, Still Tense, by Olivia Mellan
    • A Note on Integrative Planning Models, by Chuck Yanikoski
    • Research notes
  • September 2009 (Vol. 2, No. 3)
    • Mental Budgeting: Strategies For Addressing Why People Spend, Instead Of How Much, by Robert Laura
    • Humble Money Experts Are the Best Money Experts, by Rob Bennett
    • Beyond Purpose in Life, by C.S. Yanikoski
    • People Skills: The Competitive Advantage in Today’s New Economy, by Bill Bachrach
    • Research notes
  • June 2009 (Vol. 2, No. 2)
    • How Much Is Enough?, by Arun Abey
    • Purposeful Listening, by Gail Liebhaber
    • So You Want to Be A Coach: A Simple Guide to Creating a Great Coaching Experience for You, Your Clients, and Colleagues, by Stan Hustad
    • 8 Ideas For Getting Things Done…The Right Way, by Anne Bachrach
    • Research notes
  • March 2009 (Vol. 2, No. 1)
    • Your Money and Your Adult Children - The Challenges They Present, by Ruth Nemzoff and Wendy Weiss
    • Life Planning: An Integrative Process - Part 3: Analyzing Assets, by Joe Zedalis
    • Outline of Integrative Planning Issues for People in the Third Age and Beyond, by C.S. Yanikoski
    • Research notes
  • December 2008 (Vol. 1, No. 4)
    • Understanding Your Clients' Financial DNA: Help Your Clients Change How They Feel About Money, by Julie Murphy Casserly
    • A Conceptual Scheme for Integrative Financial and Life Planning, by C.S. Yanikoski
    • The Trusted Advisor Paradox—Part II, by Kristin Wehner Keffeler
    • Research notes
  • October 2008 (Vol. 1, No. 3)
    • Are Integrative Advising - and Seeking Integrative Advice - Ethical Imperatives? by E. Craig MacBean
    • The Trusted Advisor Paradox - Part I, by Kristin Wehner Keffeler
    • Integrated Financial Planning for People Facing Retirement, by C.S. Yanikoski
    • Research notes
  • August 2008 (Vol. 1, No. 2)
    • Can seniors make wise decisions? by Jack Marrion
    • Should we talk about the weather? The role of conversation and choice in professional planning, by Matthew Clement
    • The ultimate changing of the guard: Lessons from CEO succession, by Kris Jensen
    • Planning, spirituality, and non-sprituality, by C.S. Yanikoski
    • Research notes
  • June 2008 (Vol. 1, No. 1)
    • Toward a richness of life: A White Paper on the advantages of integrating financial and life planning and the need for a professional association to promote it, by the AIFLP organizing team
    • Integratvie advising, by E. Craig MacBean
    • Retirement for career women: It's more than money, by Helen Dennis and Bernice Bratter
    • Guarding family security, by Joe Zedalis
    • Research notes