Betty Norman is the creator of The Life Perspective™ Financial Planning Process. She is one of Southern California’s leading planners and a top producer in the financial services industry, Betty's unique blend of talents has given her the ability to communicate highly-complex financial matters in easy-to-understand terms.

A former professor and Marriage, Family, and Child Counselor, Betty has developed a unique perspective on financial planning. She has conducted over 200 public financial planning workshops and has spoken internationally before government officials and at universities.

Betty's son and daughter worked with her on the development and implementation of The Life Perspective™ Financial Planning Process. Doug has worked in the industry for over eight years. He comes from an engineering background and has a MBA in Finance. He communicates with and supports the advisors as they implement the process, and serves as a technical resource. Kim is a college professor and received her Ph.D. from Stanford. Her background in psychology and education brings a unique perspective to the program. She also supports advisors as they implement the process in their practice.