Psychology and Life Planning

Kinder, Georqe; Galvan, Susan
March 2007
Journal of Financial Planning;Mar2007, Vol. 20 Issue 3, p58
Academic Journal
• Because of the depth of mutual trust, the sense of intimacy, and the encouragement of positive life changes that occur in the life planning relationship, many planners express concern that such an approach implies that they would somehow be taking on the role or functions of a psychotherapist. This article, adapted from the recently published book Lighting the Torch: The Kinder Method™ of Life Planning, addresses those concerns. • Life planners aspire to assist their clients not only in envisioning, but actually creating, a future that will expand a sense of freedom in life and generate fulfillment. Psychotherapy, on the other hand, generally seeks to effect healing where life experiences in the past have led to disruption or trauma. • The reality is that planners are already working with clients on some of the most highly sensitive, emotional topics and situations that those clients will ever discuss with anyone throughout their lives. • Life planners need to explore their own relationship with money, discover their own deep goals, develop internal and external listening skills, and gain perspective. • Planners need to "prepare the container" for life planning by establishing boundaries, such as deciding whether to work with relatives and friends or socialize with clients, • Some clients or prospective clients may not be ready for life planning until they work with outside therapists on such deep-seated issues as alcoholism or gambling. • Issues where planners are more likely to draw on the wisdom of the therapy profession include working with resistance and recognizing "projections" by either you or the client.


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