Welcome to Money and Meaning: The Kinder Institute of Life Planning Blog.
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.
To return to the Kinder Institute Website: https://www.kinderinstitute.com/
To visit the Life Planning for You Website:
- Click video to hear George’s thoughts on How Can Registered Life Planners Help Achieve a Golden Civilization?
- An Interview Series with Leisa Peterson on A Golden Civilization – Second in Series
- An Interview series with Leisa Peterson on A Golden Civilization – First in Series
- “The Whole Financial Planning Process is Wrong” Expert Says
- Jenny Hoff Podcast Interview
Democracy – George Kinder’s latest video interview with Leisa Peterson on how to create A Golden Civilization for a thousand years.
Introduction of A Golden Civilization – George Kinder’s latest video interview with Leisa Peterson on how to create A Golden Civilization for a thousand years.
“The whole financial planning process is wrong,” says George Kinder, widely recognized as one of the chief educators and influencers in the financial planning profession.
But what exactly does he mean, and how does he justify this bold statement?
First, let’s separate the work of financial planning into two different elements–let’s call the first quantitative analysis and the second qualitative analysis.
Dubbed the “father of life planning” and author of the seminal book on money, “The Seven Stages of Money Maturity,” George Kinder has been an investment and wealth professional for more than 30 years, coaching thousands of advisers on how to do more than just talk about financial products, but how to get to the root of what people really want in life before creating a financial plan to make it happen.
With decades of experience as a mindfulness and meditation teacher as well, Kinder has a unique insight in helping people find their true wants in life and then finding the ability to fund those dreams. In this episode, Kinder talks about the three most important questions to ask yourself in order to understand your life goals, questions his thousands of advisers ask their clients through the Kinder Institute of Life Planning.
Get Charged Up about planning your life!
Jenny Hoff, creditcards.com
Here what George told Robin Powell about how investors should respond to political uncertainty.
Name: Louis Vollebregt
Certifications and memberships: RLP®
Business Name: Means in Progress BV
Location: Horalaan 14, 6721 KN BENNEKOM (The Netherlands)
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.
Name: Greet Selderslaghs RLP®
Certifications and memberships: Master of Life Planning
Business Name: Art of Good Living
Location: Zemst and Ternat, Belgium
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.
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
Business Name: PATH Financial Strategies, LLC
Location: Chandler, Arizona
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.
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
• Milestones Financial Planning, LLC
• Fox & Company, CPA, Inc.
907 Paris Road, Suites A and B, Mayfield, Kentucky 42066 USA
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.