Tuesday, December 21, 2021

Holistic Financial Planning

For some reason I was going through my stubs of old drafts of posts that I hadn't published and found this one from 2006.

"Bundle CFP, Shrink, Trainer, Career planner. I guess that's what a life coach is supposed to be."

It's fairly remarkable how close this comes to what I actually do for many of the clients who ask the most of me. I don't do all of these things at the same time. Sometimes I am doing more, sometimes fewer of them. And while I am rarely technically a trainer for people we are often talking about workouts and what works and doesn't over time and how it all ties together. It was a fairly prescient post, except I never actually present myself as a life coach. 

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