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 is dedicated to educating, training, and developing tools for financial advisors using this unique discovery process.

Financial Life Planning means not just asking the right questions but being able to engage clients in meaningful conversations about their important life events, situations, and goals. These introspective conversations, known as financial life dialogues, are central to the development of the Institute’s planning tools and training programs. Financial advisors who move from being transaction-based financial planners to Financial Life Planners develop clients for life, by helping those clients achieve the freedom to pursue their own goals, at their own pace, on their own terms.

Financial life dialogues are centered 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. The Financial Life Planning Institute provides advisors with all the tools they need to develop stronger client relationships through:

• Unique Tools: The Institute’s tools include: FLPOnline, an interactive tool that helps advisors engage clients in financial life planning with the most highly developed life planning tools available in the industry; The Practice Check-Up, a tool that helps advisors understand where their practice is and where they want it to be in order to achieve life/practice balance; and NewRetirementality.com, a free tool that helps clients get a bird’s-eye view of where they are, and where they want to be in their lives regarding retirement.

• Knowledge: The Institute’s extensive resource library includes resources related to financial life planning, worksheets, life planning images advisors can integrate into their practices, workshops, advanced client dialogues, on-line courses, audio training, video training, and much more.

• Coaching: The Institute is committed to helping advisors implement and integrate life planning into their practice through customized, one-on-one coaching.

By focusing clients on the four key components of their lives—history, transitions, principles, goals—advisors are able to move successfully from financial planning to financial life planning, and create clients for life.