For more than a decade, Mitch Anthony has shown financial professionals how to practice with a purpose using his pioneering approach known as Financial Life Planning. The Financial Life Planning Institute (FLPI) is dedicated to educating, training, and developing tools for financial advisors using the unique discovery process of not only asking the right questions but also being able to engage clients in meaningful conversations around important life events, transitions, principles, and goals that have an impact on a client’s financial situation. These dialogues result in a strong foundation and long-lasting relationship between client and advisor. FLPI provides advisors with all the tools they need to develop stronger client relationships through:

Unique Tools: FLPonline.net, one of the many FLPI products available to advisors, is an interactive tool that helps advisors engage clients in financial life planning with the most highly developed planning tools available in the industry. In addition, FLPI has CDs, DVDs, books, and other training tools––many of which can be customized.

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Extensive Knowledge Base: FLPI's extensive library of resources related to financial life planning include worksheets, life planning images advisors can integrate into their practices, workshops, advanced client dialogues, online courses, audio/video training, and much more.  All of FLPI’s materials are developed by the Institute, based on years of research and experience. 

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One-On-One Coaching: FLPI is committed to helping advisors implement and integrate life planning into their practices through customized one-on-one coaching. By focusing clients on the four key components of their lives––history, transitions, principles, and goals––advisors can move successfully from financial planning to financial life planning, resulting in clients for life.

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