Profiles in Life Planning: Louis Vollebregt #2

Photograph of Louis Vollebregt, RLP®

Louis Vollebregt, RLP®

Profile:

Name: Louis Vollebregt

Certifications and memberships: RLP®

Business Name: Means in Progress BV

Location: Horalaan 14, 6721 KN BENNEKOM (The Netherlands)

Website: louisvollebregt.nl and meansinprogress.nl

Favorite Parts of My Own Life Plan: Doing what matters most; not wasting time on things that just seem urgent but actually are unimportant to me. Helping other people to develop to the max of their abilities.

Favorite Life Plans I Have Helped Deliver for Clients: I love to work with entrepreneurs in the financial industry. As this is a branch that is very much trying to find new ways to deliver good service, I take pride in helping professionals in our industry to migrate to worthwhile new ways to interact with clients.

 

 

 

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Profiles in Life Planning: Greet Selderslaghs #1

Photograph of Registered Life Planner, Master of Life Planning, Greet Selderslaghs

Greet Selderslaghs, RLP®

Profile:

Name:  Greet Selderslaghs RLP®

Certifications and memberships: Master of Life Planning

Business Name: Art of Good Living

Location: Zemst and Ternat, Belgium

Website: http://www.artofgoodliving.eu

Favorite Parts of My Own Life Plan:    Being life planned makes me feel as if I’m constantly on holiday! It made me go for my own business, coaching people, and set me off writing my own novel. Yes, I do work hard, yes, I do have challenges. But because who I am and what I do are very close together, I always find the courage and enthusiasm to go for it again.

Favorite  Life Plans I Have Helped Deliver for Clients:    Someone came to see me, feeling depressed and low. In no time she found the strength to buy a plot of land, and in a newly designed and built building, set up her own business with her own designs, putting apart the profits for a –once-in-a-life-time trip to Mexico.

 

 

 

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Profiles in Life Planning: Mary Zimmerman #2

Photograph of Registered Life Planner® Mary Zimmerman

Mary Zimmerman, CFP®, RLP®

Profile:

Name:  Mary Zimmerman CFP®, RLP®

Certifications and memberships:
Certified Financial Planner™ practitioner
Registered Life Planner®
Financial Planning Association
National Association of Tax Professionals
National Society of Accountants
Mensa International
Nazrudin Project

Business Name: PATH Financial Strategies, LLC

Location: Chandler, Arizona

Website: None

Favorite Parts of My Own Life Plan:    I was fortunate to be a member of the first graduating class of Registered Life Planners® (Spring, 2003). My Life Plan has evolved over the years in wonderful and unexpected ways. Life has a way of changing our “plans.” For instance, since my original plan, I have become a grandmother. That changes life for just about everyone who becomes a grandparent, AND, as part of the Life Planning process, I was encouraged to noodle about what that meant to me. I will be “consciously present” when I am with my grandchildren. I will appreciate each stage of their life, and listen to them with my heart. For me, this intention is my guide, and Life Planning evoked this in me.

Favorite  Life Plans I Have Helped Deliver for Clients:    What comes to my mind when I think about Life Planning clients is the absolute beauty that arises in each person as they speak about their deepest desires and highest ideals. I have heard from a 26-year-old paraplegic military veteran that leaving a meaningful legacy was at his core. I have witnessed a wife telling her husband that she wished she had told him more times that she loved him. I have watched clients decide that “time trumps moneymaking” and seen the creative ways that “valued time” was implemented in their Life Plan. It continues to be a rare privilege to be part of this Life Planning movement.

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Profiles in Life Planning: Johanna Turner

Photograph of Registered Life Planner Johanna Turner

Johanna Turner, CPA, CFP®, RLP®

Profile:

Name:   Johanna Fox Turner

Certifications and memberships:
• Certified Public Accountant
• Certified Financial PlannerTM
• Registered Life Planner®
• NAPFA (National Association of Personal Financial Advisors) as a fee-only financial planner)
• Kentucky Society of CPAs
• Financial Planning Association

Business Name:
• Milestones Financial Planning, LLC
• Fox & Company, CPA, Inc.

Location: 
907 Paris Road, Suites A and B, Mayfield, Kentucky 42066 USA

Website:
www.milestonesfp.com
www.jfoxcpa.com

Favorite Parts of My Own Life Plan:    My life plan encouraged me to free myself from what I thought I was “supposed” to do and be and also helped me to discard some dreams that were actually trivial so that I could focus on what really matters.

Favorite  Life Plans I Have Helped Deliver for Clients:    A recent widow came to me, terrified of life and badly scared by a banker who told her she was almost broke. Life planning gave her clarity and confidence and gave us a great friend and advocate. Being able to touch lives in this way is truly a dream career.

 

 

 

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Profiles in Life Planning: Andy Nevett

Photograph of Registered Life Planner Andy Nevett

Andy Nevett, CFP®, RLP®

Profile:

Name:   Andy Nevett

Certifications and memberships:
• With over 30 years’ experience in the Financial Planning Industry, I am totally committed to helping small Business Owners and professionals find a better way to plan effectively for their future.
• Have a Management Science Degree from Warwick University and am a Registered Life Planner at the Kinder Institute.
• In the top 10% of Financial Advisers in the UK in terms of professional qualifications.
• Qualified as a Certified Financial Planner (CM) awarded by the Institute of Financial Planning, one of 1000 in the U.K.
• Hold an Advanced financial planning certificate Dip PFS.
• Specialist in financial strategy planning for business owners, including comprehensive retirement, investment, and tax planning.
• Have experienced boom and bust over 25 years, including 1987 stock-market crash, 1992 property slump, 1990′s boom, 2001 “tech-bubble” and 2003 stock-market bull. I have helped clients prepare for all scenarios!

Business Name: Freedom Financial Planning

Location: New Mills, Stockport, Cheshire, UK.

Website:  www.FreedomFinancialPlanning.co.uk

Favorite Parts of My Own Life Plan:    The highlight of my plan has been to buy and renovate a holiday home near to my eighty seven year old Aunty who is married to an Italian in a beautiful medieval village in Liguria, Italy. This place has become a sanctuary for myself, my wife and our two young daughters where we regularly spend quality time together.

Favorite  Life Plans I Have Helped Deliver for Clients:    My favourite life plan was for successful Business Owner Colin and his partner Sue who were living three hours from each other in separate houses, working long hours and snatching weekends together. Now two years later they are married and living in the Peak District in a beautiful, old house. Colin is working part-time and Sue’s daughter has moved up from the South to be near them. Colin succinctly said “However successful you may be in business, making major changes in your life and planning your future can be much more difficult”.  http://freedomfinancialplanning.co.uk/case-studies/colin-jones-case-study/

 

 

 

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Profiles in Life Planning: Louis Vollebregt #1

Photograph of Louis Vollebregt, RLP®

Louis Vollebregt, RLP®

Profile:

Name:  Louis Vollebregt

Certifications and memberships:  RLP®

Business Name: Means in Progress BV

Location: Horalaan 14, 6721 KN BENNEKOM (The Netherlands)

Website: louisvollebregt.nl and meansinprogress.nl

Favorite Parts of My Own Life Plan:    Doing what matters most; not wasting time on things that just seem urgent but actually are unimportant to me. Helping other people to develop to the max of their abilities.

Favorite  Life Plans I Have Helped Deliver for Clients:    I love to work with entrepreneurs in the financial industry. As this is a branch that is very much trying to find new ways to deliver good service, I take pride in helping professionals in our industry to migrate to worthwhile new ways to interact with clients.

 

 

 

 

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Profiles in Life Planning: Bruce Wilson

Photograph of Registered Life Planner® Bruce Wilson

Bruce Wilson FIFP, CFP, RLP®

Profile:

Name:  Bruce Wilson

Certifications and memberships:  FIFP, CFP, RLP

Business Name: Helm Godfrey Partners Business

Location: London

Website: http://www.helmgodfrey.com

Favorite Parts of My Own Life Plan:    My young adulthood had been a quest for freedom through travel and personal development. When I was life planned my journey had been about work and personal development but I had forgotten my quest for freedom in my life. The life planning brought that straight up like an express train roaring into my consciousness.

Favorite  Life Plans I Have Helped Deliver for Clients:    A widower getting in touch with his desire to find a new partner to share his life and how he would set about doing that and the fact that within a year he was married.  A 50 + year old man with a life-long desire to have a model train set in his home and waiting for the house that would have the room to do it.  Through Life Planning he came to realize that he could start now with the room he had and not wait for the house that would probably never come.

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Profiles in Life Planning: Mary Zimmerman #1

Photograph of Registered Life Planner® Mary Zimmerman

Mary Zimmerman, CFP®, RLP®

Profile:

Name:  Mary Zimmerman CFP®, RLP®

Certifications and memberships:
Certified Financial Planner™ practitioner
Registered Life Planner®
Financial Planning Association
National Association of Tax Professionals
National Society of Accountants
Mensa International
Nazrudin Project

Business Name: PATH Financial Strategies, LLC

Location: Chandler, Arizona

Website: None

Favorite Parts of My Own Life Plan:    I was fortunate to be a member of the first graduating class of Registered Life Planners® (Spring, 2003). My Life Plan has evolved over the years in wonderful and unexpected ways. Life has a way of changing our “plans.” For instance, since my original plan, I have become a grandmother. That changes life for just about everyone who becomes a grandparent, AND, as part of the Life Planning process, I was encouraged to noodle about what that meant to me. I will be “consciously present” when I am with my grandchildren. I will appreciate each stage of their life, and listen to them with my heart. For me, this intention is my guide, and Life Planning evoked this in me.

Favorite  Life Plans I Have Helped Deliver for Clients:    What comes to my mind when I think about Life Planning clients is the absolute beauty that arises in each person as they speak about their deepest desires and highest ideals. I have heard from a 26-year-old paraplegic military veteran that leaving a meaningful legacy was at his core. I have witnessed a wife telling her husband that she wished she had told him more times that she loved him. I have watched clients decide that “time trumps moneymaking” and seen the creative ways that “valued time” was implemented in their Life Plan. It continues to be a rare privilege to be part of this Life Planning movement.

 

 

 

 

 

 

 

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Announcing “Profiles in Life Planning”

Life Planning is a story about stories.

Life Planning is one of the greatest stories imaginable, because it is the story of more and more people every day living the life of their dreams.

Life Planning is also the surprising story of one of the least trusted and most scandalous industries, financial services, evolving a new leading edge full of truly generous-hearted advisers who place serving the life goals and interests of their clients above all else.

One of the things that people find moving about George Kinder’s new book, Life Planning for You: Design and Deliver the Life of Your Dreams, is that it is full of great stories of how Life Planning has changed lives in the best of ways.  (Available in paperback ($13.85) and Kindle ($2.99).  See www.LifePlanningForYou.com.)

The Profiles in Life Planning series introduces some of those extraordinary people whose own lives were changed dramatically by going through Life Planning and who in turn make it their business to help others change their lives. Their Profiles offer short excerpts from their stories in their own words.

You can see these Profiles featured on social media, or see them as they come out on our Life Planning for You blog page http://blog.lifeplanningforyou.com as well as here.

The Profiles videos are not slick professional promotional pieces, they are home movies, real people talking to the friend or family member behind the camera as if they were talking intimately to you. This is the way Life Planning is done, person to person, as real as real can be.

There are two Profiles in Life Planning series, the “Life of My Dreams” and the “Why Do Life Planning” series. The “Life of My Dreams” Profile videos tell the story of how that individual life has been transformed by going through the Life Planning process. The “Why Do Life Planning” series talks about the process itself and the benefits it brings to the planner and the one planned.

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Life Planning Part 3: Twenty-Four Hours to Go

This is the final article in a terrific 3-part series from MAROTTA ON MONEY by David John Marotta (2010-07-19).  The earlier articles are on this blog.
http://www.emarotta.com/life-planning-part-3-twenty-four-hours-to-go/

Life planning peels back the layers of our soul, seeking the best and highest calling for our existence. Seek out a financial advisor who understands what you truly value and structures your finances accordingly to best support your life’s mission.

The idea is simple yet ingenious. Begin with the end in mind.

Let’s take another look at George Kinder’s well-known “Three Questions” that seek to uncover those goals and values most central in our lives. Number one is “If you had all the time or money you needed, what would you do?”

The response to this question typically provokes a long list of everything we want that money can buy. But with reflection, it goes deeper, stirring the longings of our heart.

The second question aims at these deeper desires. “What do you want to do or be so in the end you will feel that you’ve lived fully?”

These values most commonly revolve around three different realms. First, we yearn for meaningful connections with others starting with our immediate families and extending into our communities and the world at large. Second, we seek authentic spirituality, an odyssey that shapes and renews our very identity. And third, we revere beauty, creativity, nature and special locations. These three realms, righteousness, truth and beauty, are the areas where most of us find meaning and significance.

Kinder’s third question can be encapsulated by the phrase “Twenty-four hours to go.” It probes beyond our relationships and activities into the sum of our very existence. “Imagine that your doctor shocks you with the news that you only have 24 hours to live. Notice what feelings arise as you confront your very real mortality. Ask yourself: What did you miss? Who did you not get to be? What did you not get to do?”

This is a daunting question for many of us to even contemplate. Every day we get up preoccupied only with our to-do list, assuming we always have tomorrow. One day we won’t have tomorrow. We all know intellectually that day will come, but we don’t want to make our plans in light of it.

It is especially difficult to face our own mortality if we have not taken the time to deal openly and honestly with the issues in the first two questions. These three questions must be taken in order. We all want to perceive our lives as successful and significant. But justifying our existence is a daunting challenge.

Every day we face the dual desire to improve the world or to enjoy it. One requires judgment; the other, contentment. We struggle between the duty to do what we should and the passion to do what we love. The first structures our lives and the second strengthens and nurtures us. The consequences of these decisions are not always easy to understand because we must live our lives going forward. Kinder’s third question gives us the opportunity to stop and look back, to assess how our decisions have changed the course of our life if our life were to end tomorrow.

How do you want to be remembered by your friends and family? Author Samuel Butler wrote, “Life is like playing a violin in public and learning the instrument as one goes on.” Our faults are often embarrassingly obvious and humbling. First we have to learn to play the instrument. Then we need to learn to make our own music. At every moment we can confront our own mortality and reflect on the progress we have made.

Surveys have found that people regret what they didn’t do more often than what they did. And when people express remorse about having done something wrong, it was usually what I call a “life buster”–one of those decisions that can greatly compromise your life.

Serious life regrets include marrying someone you knew wasn’t right for you, getting hooked on drugs, or breaking the law. You can recover from these, but you will lament the spiritual death and wasted opportunities along the way. A good rule of thumb is always to ask, “What’s the worst that could happen?” If it might destroy your life, hesitancy is indeed a virtue.

Regrets about things we didn’t do are more subtle. Our lives can change course dramatically and be filled with serendipity all because of some small decision on our part. How many times have we heard the story of how a happily married couple met, only to be surprised that it almost didn’t happen? If the worst outcome of a decision is a little embarrassment, perhaps the chance is worth taking.

We each long to participate in something significant. And that requires foresight, planning and forgoing our momentary desires in order to work toward realizing our greater passions. The choices we make each day determine the ones we will have the opportunity to make in the future. Without those hesitant, often stumbling first steps, we can’t complete the journey.

The Latin phrase “Audaces fortuna iuvat” translates as “Fortune favors the bold.” We commonly use a milder version of it in our family: “You do not have because you do not ask.” Often our hopes and dreams are unrealized because they are left unmentioned.

Voicing what we are passionate about can be scary. Beginning to act on our ideas can feel overwhelming. But courage isn’t a lack of fear, it’s action in spite of fear. And our fear may an indication that we are on the quest of our lives.

For entrepreneurs, overcoming fear is a regular occurrence. Many, perhaps even most, multimillionaires have at least one if not more failed businesses in their past. That’s because only those willing to risk failure–and the lessons learned from it–have the grit to achieve success.

Entrepreneurship, or its equivalent, is a form of proactive living. You don’t necessarily have to start a business, but you do have to begin the journey toward your life’s goal. When you take ownership of your life, you can do what you think is best, go where you think you are called and be who you believe you should be. Life can have fewer compromises and therefore fewer regrets.

I asked Kinder why he championed his three questions among financial advisors. He answered, “Money is the facilitator of what is most meaningful for us in the world. When we understand this, everything about money becomes clear and falls into place. We don’t hire a financial advisor just because they’re a nice person, they show us interesting spreadsheets, and they seem pretty much on the ball. We hire them so that with their professional financial expertise they can best deliver our brilliance into the world. Without being crystal clear what our most profound goals are, we can’t begin that process.”

A violin resonates because of the laws of physics. But virtuosos have to feel the music in their souls. Only after we know what we are striving to do with our lives can we make financial choices that enable and reflect our own special music.


Marotta Wealth Mangagement, Inc. of Charlottesville provides fee-only financial planning and asset management. Visit www.emarotta.com for more information.

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