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- Title
3 Tips to Incorporate Health into the Financial Planning Discussion.
- Abstract
The article discusses the significance of incorporating health discussions into the financial planning meetings to help clients in the overall care spending. Particular focus is given to three components of incorporating health care into the financial planning discussion, including getting a healthy history, determination of clients' health care mindset, and addressing the advance directive planning. Tips from physician and financial planner Carolyn McClanahan to apply the components are noted.
- Subjects
FINANCIAL planner-client relationships; FINANCIAL planners; FINANCIAL planning; HEALTH planning; MEDICAL care costs
- Publication
Journal of Financial Planning, 2016, Vol 29, Issue 12, p15
- ISSN
1040-3981
- Publication type
Article