The Integrative Adviser ™

The June 2011 issue of The Integrative Adviser is now available:
http://www.aiflp.org/pdfs/IntegrativeAdviserNo0402.pdf

Within the Journal this Quarter:

• Positioning: The Transition from Thought to Action, by Michael F. Kay, CFP(r)
• The Legacy Process: Finding Connection, Voice, Purpose and Vision, by Barbara A. Culver, CFP(r), ChFC(r), CLU, AEP(r)
• Research Notes

For more information on Association of Integrative Financial and Life Planning (AIFLP), please go to: http://www.aiflp.org.

The March 2011 issue of The Integrative Adviser is now available:
http://www.aiflp.org/pdfs/IntegrativeAdviserNo0401.pdf

Within the Journal this Quarter:

• The Life Planning Movement: Accelerating Growth, Acceptance, and Innovation, by Helen Dennis, Doug Dickson, Andrea Gallagher, Meg Newhouse, and Chuck Yanikoski
• Time Together, Time Apart: I Love You and I Need My Space, by Roberta Taylor and Dorian Mintzer
• Experience Making a Difference: Uncovering the Hidden Secrets to Effectively Engaging and Working in the Social Sector, by Jay C. Bloom
• Research Notes

For more information on Association of Integrative Financial and Life Planning (AIFLP), please go to: http://www.aiflp.org.

The December 2010 issue of The Integrative Adviser is now available:
http://www.aiflp.org/pdfs/IntegrativeAdviserNo0304.pdf

Within the Journal this Quarter:

• A Collaborative Model for Integrative Advising: Practitioner’s Guide, from AIFLP and the Life Planning Network
• Research Notes

For more information on Association of Integrative Financial and Life Planning (AIFLP), please go to: http://www.aiflp.org.

For more information on the Life Planning Network, please go to:
http://www.lifeplanningnetwork.org.

The September 2010 issue of The Integrative Adviser is now available:
http://www.aiflp.org/pdfs/IntegrativeAdviserNo0303.pdf

Within the Journal this Quarter:

• The Couples Retirement Puzzle: 10 Must-Have Coversations for Transitioning to the Second Half of Life, by Roberta Taylor and Dorian Mintzer
• The Wisdom Scale: Learning to Adapt Advice to the Readiness of the Client, by Chuck Yanikoski and Doug Dickson
• The Life Planning Movement: The New Advantage for Financial Planners, by Andrea Gallagher, PhD
• Research Notes

For more information on Association of Integrative Financial and Life Planning (AIFLP), please go to: http://www.aiflp.org.

The June 2010 issue of The Integrative Adviser is now available:
http://www.aiflp.org/pdfs/IntegrativeAdviserNo0302.pdf

Within the Journal this Quarter:

• The Future of Integrative Planning, Chuck Yanikoski
• Planning for Well-Being, by John E. Nelson
• Money in the Adviser/Client Relationship: Lessons from Psychoanalytic Practice, by Muriel Dimen, PhD
• Research Notes

For more information on Association of Integrative Financial and Life Planning (AIFLP), please go to: http://www.aiflp.org.

The March 2010 issue of The Integrative Adviser is now available:
http://www.aiflp.org/pdfs/IntegrativeAdviserNo0301.pdf

Within the Journal this Quarter:

• Thriving Amidst Uncertainty, Elizabeth Jetton
• What Do People Want Their Money to Do?, by Mitch Anthony
• Recession-Proof Your Retirement Years, by Steve Vernon, FSA
• Research Notes

For more information on Association of Integrative Financial and Life Planning (AIFLP), please go to: http://www.aiflp.org.

The December 2009 issue of The Integrative Adviser is now available:
www.aiflp.org/pdfs/IntegrativeAdviserNo0204.pdf

Within the Journal this Quarter:

• How Non-Financial Advisors Can Participate in and Improve Financial Planning, Amy Lampert
• Downshifting: Its Unanticipated Consequences, and How Life Coaching and Planning Can Help, by Melita DeBellis
• In These Turbulent Times – The Present, Still Tense, by Olivia Mellan
• A Note on Integrative Planning Models, by Chuck Yanikoski
• Research Notes

We look forward to your feedback!

The September 2009 issue of The Integrative Adviser is now available:
http://www.aiflp.org/pdfs/IntegrativeAdviserNo0203.pdf

Within the Journal this Quarter:

• Mental Budgeting: Strategies for Addressing Why People Spend, Instead of How Much, by Robert Laura, page 1
• Humble Money Experts Are The Best Money Experts, by Rob Bennett, page 7
• Beyond Purpose in Life, by C.S. Yanikoski, page 13
• People Skills: The Competitive Advantage in Today’s New Economy, by Bill Bachrach, CSP, page 19
• News of the Association, page 24
• Research Notes, page 25

We look forward to your feedback!

The June 2009 issue of The Integrative Adviser is now available:
http://www.aiflp.org/pdfs/IntegrativeAdviserNo0202.pdf

Within the Journal this Quarter:

• How Much Is Enough?,by Arun Abey, page 1
• Purposeful Listening, by Gail Liebhaber, page 7
• So You Want to Be A Coach: A Simple Guide to Creating a Great Coaching Experience for You, Your Clients, and Colleagues, by Stan Hustad, page 13
• 8 Ideas For Getting Things Done…The Right Way, by Anne M. Bachrach, page 18
• Research Notes, page 21

We look forward to your feedback!

We aim to provide a voice and a forum for professionals who believe that planning should, to the extent possible, embrace the whole person.  We do not offer a particular theory or method of doing this.  Rather, we wish to embrace all honest attmpts at “integrative” or “holistic” planning, so that professional planners and individuals in need of help can find the processes and resources that work best for them.  We also wish to promote awareness of the need for such planning, encouraging professionals to provide it and consumers to demand it.

Toward these aims, we welcome all who have a contribution to make, or wish to keep abreast of what is happening in this wide-open filed.  We welcome financial and non-financial planners of all kinds; strategic thinkers and marketers from the financial and other industries who are trying to determine how to serve their clientele; scholars and writers who are developing or promoting new ideas; consultants, trainers, software developers, and others who provide products and services that support integrative planning; and all others who have an interest in our mission.

This website is designed to support communication among members of these groups, on topics related to integrative planning.  For additional resources and information, you may visit the site of our sponsoring organization, the Association for Integrative Financial and Life Planning, at www.AIFLP.org.