Financial Planning Gets Personal

This article includes pieces of an interview with Defining Wisdom grantee Keith Whitaker.

"Shortly after Andrea and Rick Campbell got married, when Rick was fresh out of graduate school, Andrea’s parents suggested the young couple could benefit from a trip to their financial planner Before they knew it, the Reading, Mass., couple were being poked and prodded—gently, but still—by a man they’d just met. They had a kid on the way. Any plans for more? Had they considered how they’d want to live if one or the other died? Rick found himself talking about his parents’ divorce, his dad’s death and his childhood messages about money. “Are we going to get Prozac at the end of this?” Rick wondered. He caught Andrea’s eye across the table: Was this financial planning?..."

by Janet Paskin from SmartMoney Magazine

Read the article.


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