Tag Archives | Stephen Brody

The Spiritual Aspect of Financial Planning

What does spirituality have to do with financial planning? That was my first thought when Stephen Brody, CFP, ChFC, EdD, contacted me about being interviewed for his doctoral dissertation on “Assessing Spirituality in Financial Life Planning.” The incongruity of the idea intrigued me, so I agreed. Financial life planning is an integrated approach sometimes described […]

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