Dr. Diane Interviews Dana Mascalo, CFP® on Holistic Financial Life Planning

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Dr. Diane Interviews Dana Mascalo, CFP® on Holistic Financial Life Planning – The Dr. Diane Show

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The overarching vision of the Kinder Institute is to bring Life Planning to everyone in the world by increasing the public’s knowledge about and demand for Life Planning, and by training Life Planners and helping them continue to develop their skills and practices.

Holistic financial life planning considers an individual’s complete financial picture, aspirations, and goals ranging from short-term to long-term ideas. Dr. Diane and Dana Mascalo, CFP discuss this concept in investing and saving for retirement.