INTEGRAL FINANCIAL PLANNING MATRIX

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  • 1. INTEGRAL FINANCIAL PLANNING MATRIX INTERIOR EXTERIOR I It INDIVIDUAL Self-Awareness Behavioral Who You Are Your Life’s Resumé Who Matters in Your Life What You Have Your Life Goals Your Financial Goals Stories and Conversation Interview and Data Gathering We Its COLLECTIVE Cultural Social Relationships External Environmental Structure Religious & Spiritual Beliefs The Economy & Financial Markets Family History/Money Beliefs Social Policies & Conventions Family & Ethnic Traditions Income Tax & Estate Laws Page 1 © 2004 Cornerstone Wealth Advisors, Inc. All rights reserved.
  • 2. THE INTEGRAL FINANCIAL PLANNER’S ‘TOOLKIT’ Interior Financial Planning Tools Exterior Financial Planning Tools Discovery conversation Data gathering Story-telling Interview Dynamic; Adaptive; Responsive Strategic; Ongoing review Qualifiable Quantifiable Intuition Rationale How it’s said What is said Emotions Information Emotional intelligence Technical knowledge Observing; Coaching Diagnosing; Advising; Recommending Heart’s core Fun to; Should; Should not Exploration Analysis How well I know the client What I known about the client In the present; Values-based Scenarios; Probabilities Insight Forecasts Imaginings Projections Principles; Values; Purpose; Calling Prioritization; Resource allocation Life goals Financial goals Life experiences Net worth Integrating resources of the whole person Managing a person’s financial resources