Miller Wiggin & Associates--- Financial Planning --- Ft. Lauderdale --- Florida

We create financial strategies tied to client’s goals using “Financial Life Planning,” which helps clients recognize their preconceived attitudes about money and wealth and how they affect financial decisions. Using this method, we more effectively help clients define immediate, meaningful and satisfying goals. We bring those goals together with our considerable technical expertise to make dreams a reality.

For more information on Life Planning , click here.

The new Life Planning process is firmly rooted in the history and evolution of financial planning industry. This evolution began in the 1970s when the College of Financial Planning, the industry’s leading financial planning association, aggressively promoted a six step, client-centered process, in spite of the industry’s movement toward a product sales orientation. The public responded positively to this new, consultative approach to helping people set and achieve their financial goals.

The client-centered approach was augmented by the next step in the industry’s evolutionary process: fee-only financial planning, charging a flat fee as opposed to commission. Fee-only financial planning brought a higher level of objectivity and purity to the advice offered by the financial planner. The National Association of Fee-Only Financial Advisors (NAPFA) advanced fee-only financial planning to the point where it is now widely accepted by the public at large.

The Life Planning movement is the natural culmination of client-focused financial planning. Life Planning provides a process and structure to help clients peel back old attitudes to help them see what really matters to them.

After working through this process to fine tune the clients’ goals and objectives, we create an individual financial plan as a tool to help them reach their goals.

To review a MSN story featuring Life Planning, click here.
(MSN feature story on Life Planning, “20 Tough Questions for an Easier Future”