Life Transitions Planning: The View from 30,000 Feet

Walker, Lewis J.
February 2008
Journal of Financial Planning;Feb2008, Vol. 21 Issue 2, p24
Academic Journal
The article discusses financial planning as a life transition management profession. Planners who focus exclusively on financial products are obsolete. Baby boomers have a host of concerns that need to be factored into retirement planning, including health issues, business succession, career transition, and caring for aging parents. Financial planners need to embrace life transition counseling by working with appropriately-credentialed outside consultants to address the full range of client needs.


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