You’re at the stage of life when you’re thinking of hiring someone, or someone new, to help you with your money. Set your standards high. You want a no-nonsense person or group that has years of experience working for savvy people. You want sound judgments, sensitivity—and a track record of results. Take the growing area of “life planning” or “holistic financial planning.” The emphasis is on your personal priorities and well-being. Your investments are part of the program, but their role is to support whatever you want to achieve, such as retiring on schedule, changing your career, owning rental property, keeping an old beach house in the family, endowing a scholarship fund, buying into a business, or anything and everything else. If instead you want you and your family to be the focus, invest in the services of a planner who thinks that way. Look for a registered life planner with the Kinder Institute, whose founder, George Kinder, was one of the first people to distinguish matters of the portfolio from matters of the heart and mind. Justin King of My Financial Plannerhas undergone advanced Life Planning training.