The pandemic has forced many of us to turn to online platforms for hosting client engagements. Meetings that may have begun with the adviser greeting their client with a handshake or perhaps a hug, offering them a cup of tea, and leading them into a welcoming setting with comfortable seating and good lighting are no longer possible.

Is it possible to do Life Planning online and from home? Definitely, yes!

On 2 April, I celebrated my 72nd birthday. It was a joyful day with my wife and daughters spent at our rustic New England home overlooking a pond. 

It’s been quite a year for me in my quest to apply life planning technology to civilisation.