Just wondering what the financial planning community thinks about some of the concerns posed in this article:

Financial Planning Gets Personal

More financial advisers are moving beyond money matters and playing counselor with their clients. Not everyone thinks that's a good idea.

Please "comment" here in this blog. Should consumers be wary if their financial planner takes a more personal approach? What types of "best practices" to you embrace?

Here are my thoughts...

... Continue reading Financial Planning Gets Personal

Nationally recognized as the father of the Life Planning movement, George Kinder is the Founder of the Kinder Institute of Life Planning and Director of Life Planning at Abacus Wealth Partners. He has been a practicing financial planner and tax advisor for nearly thirty years.

Kinder's book, "The Seven Stages of Money Maturity: Understanding the Spirit and Value of Money in Your Life," is considered by many to be the seminal work in the burgeoning field of Life Planning.

When the PBS producers and film crew met with George in 2006, he shared the three questions that, he believes, we all must ask ourselves when considering our relationship not only to money, but to life itself.