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Recommended Reading & Resources for the Financial Life Planner and His/Her Clients For the Planner:

Recommended Reading & Resources for the Financial Life Planner and His/Her Clients For the Planner: Reading: “7 Stages of Money Maturity” by G. Kinder “Lighting the Torch” by G. Kinder & S. Galvan Sudden Money Institute Money Quotient

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Recommended Reading & Resources for the Financial Life Planner and His/Her Clients For the Planner:

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  1. Recommended Reading & Resources for the Financial Life Planner and His/Her Clients For the Planner: Reading: “7 Stages of Money Maturity” by G. Kinder “Lighting the Torch” by G. Kinder & S. Galvan Sudden Money Institute Money Quotient Strategic Coach Program or Other Business Coaching Program “Changing for Good” by J. Prochaska “Wealth in Families” by C. Collier “Navigating the Dark Side of Wealth” by Thayer Cheatham Willis “Facilitating Financial Health” by R. Kahler/T. Klontz/ B. Klontz “Appreciative Moments” by Ed Jacobson Miscellaneous: Jon Kabat-Zinn meditation tapes Jack Kornfield meditation tapes Omega Institute (eOmega.org) (Retreats) Shambhala (Shambhala.org) (Retreats) For the Client: “7 Stages of Money Maturity” by G. Kinder “The Number” by L. Eisenberg “Changing for Good” by J. Prochaska “Wealth in Families” by C. Collier “Everyday Blessings” by Jon Kabat-Zinn “Family Wealth – Keeping It In the Family” by James E. Hughes, Jr. “The Financial Wisdom of Ebenezer Scrooge” by Rick Kahler/Ted Klontz/Brad Klontz “Full Catastrophe Living” by Jon Kabat-Zinn “ Sudden Money” by Susan Bradley Miscellaneous: “The Not So Big Life” by Sarah Susanka

  2. Recommended Reading & Resources for a Financial Life Planning Practice/Business Resources Sudden Money Institute (www.Suddenmoney.com) Strategic Coach (business/life management) “Inside Information” (Bob Veres subscription-based newsletter) Books: “Changing for Good” by J. Prochaska “Facilitating Financial Health” by R. Kahler/T. Klontz/ B. Klontz “Appreciative Moments” by Ed Jacobson “eMyth” by Michael Gerber “Lighting the Torch” by G. Kinder & S. Galvan “In Search of the Perfect Model” by Mary Rowland

  3. Considerations for a Financial Life Planning Practice/Business Environment: - Conducive to intimate conversations? (limited glass/thick walls/ comfortable - Sets the right tone? Staff: - Understands and supports life planning? (KI 2 day, Strengthfinder, Reading) - Can support financial planning effort so you can focus on life life planning? Process/Communications: - Do you have a clear process for integrating life planning with financial planning? - How do you, and how often do you communicate with clients? Nature of conversation? (Planning vs. investments) - Website and marketing materials reflect your orientation?

  4. Software Resources Client Relationship Management: Junxure Financial Planning: Profiles Account/Investment Aggregation: eMoney Performance Reporting: Portfolio Services Miscellaneous; Microsoft Office 2 servers (email & website – hosted offsite?)

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