The Integrative Adviser ™

December 2009 Integrative Adviser Now Available!

admin — Mon, 11 Jan 2010 20:39:19 +0000

The December 2009 issue of The Integrative Adviser is now available: www.aiflp.org/pdfs/IntegrativeAdviserNo0204.pdf Within the Journal this Quarter: How Non-Financial Advisors Can Participate in and Improve Financial Planning, 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 We look forward to your feedback!

September 2009 Integrative Adviser Now Available!

admin — Mon, 07 Sep 2009 15:22:31 +0000

The September 2009 issue of The Integrative Adviser is now available: http://www.aiflp.org/pdfs/IntegrativeAdviserNo0203.pdf Within the Journal this Quarter: Mental Budgeting: Strategies for Addressing Why People Spend, Instead of How Much, by Robert Laura, page 1 Humble Money Experts Are The Best Money Experts, by Rob Bennett, page 7 Beyond Purpose in Life, by C.S. Yanikoski, page 13 People Skills: The Competitive Advantage in [...]

Models for Integrative Advising

Chuck Yanikoski — Thu, 02 Jul 2009 19:02:22 +0000

There are many obstacles to doing integrative planning that truly covers all the domains that are potentially critical for any given client (money, health, career, relationships, attitudes, living arrangements, meaning, etc.). I'm wondering what people think is the best way -- in theory, at least -- to operate one's practice so that this is possible. Here are some possibilities, and I'd love to hear back from you about your thoughts, and your experiences in this regard. I hope that later this year, we will do an article in the Integrative Adviser on this topic, so your thoughts can have more of an impact. We will credit everyone who responds....

June 2009 Integrative Adviser Now Available!

admin — Wed, 10 Jun 2009 16:39:42 +0000

The June 2009 issue of The Integrative Adviser is now available!

Our Mission

admin — Mon, 01 Jun 2009 13:31:46 +0000

We aim to provide a voice and a forum for professionals who believe that planning should, to the extent possible, embrace the whole person.

About Our Sponsor: AIFLP ™

admin — Mon, 01 Jun 2009 13:26:56 +0000

The Association for Integrative Financial and Life Planning is comprised of individuals who share a vision of a better kind of planning that encompasses both financial and non-financial issues in an integrated way. AIFLP was conceived in 2007 when a group of financial planners, life planners, academics, writers, trainers, financial product providers, software developers, and other [...]