The Financial Life Planning Institute is continually developing groundbreaking tools for planners to utilize in their conversations with clients about financial life planning, retirement, wealth management, and more. By clicking on any of the tools listed below, you can learn more and get a sneak preview of what these FLP tools look like.

We continue to expand and develop the ideas and concepts of financial life planning through partnerships with:

Broker Dealers and RIAs. The Institute supplies customized and scalable, web-based financial planning tools as well as training and coaching on financial life planning.

Universities. In an effort to help future planners understand the life-centered approach to planning before they enter the workplace, the Institute has donated its software and expertise to two of the leading financial planning schools in the world — Texas Tech University and the University of Georgia. A fully accredited Master’s level program on financial life planning is being developed and written by The Institute’s founder, Mitch Anthony, in conjunction with Texas Tech University.

News Media. With the Institute’s unparalleled database and research on the issues facing financial planners and their clients, the Institute is on the forefront of changing trends when it comes to financial life planning. Its founder, Mitch Anthony, is a sought-after expert by the media when it comes to issues surrounding financial life planning and the future of the financial services industry.
 

 




The seminal work that shows financial professionals what it takes to succeed as a financial life planner.

“Mitch Anthony has written the definitive guide to discovering your client’s history, goals, attitudes, and transitions around money.” –Roy Diliberto, RTD Investments, former FPA president and one of the top 100 advisors in America
-