“The Whole Financial Planning Process is Wrong” Expert Says

“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.

Read full article here.

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About George Kinder

George Kinder is known globally as the leading thinker in the financial Life Planning movement, dedicated to deliver freedom with integrity to consumers worldwide. Also known for his photography, poetry and spiritual wisdom, he is described in Professional Adviser's annual review of the "50 Most Influential People" in the world of financial advice: "George Kinder, Founder of the Kinder Institute of Life Planning, is widely recognized as the pioneer of the life planning model. The creator of an original concept which puts peoples' core life values at the heart of the advice process, he is a true visionary. His institute's training, which focuses on the human aspect of planning, is regarded by advisers as the gold standard. A life sector legend, the Harvard-educated industry veteran has been an adviser and tax planner for over thirty years and has won many industry awards. Kinder is a regular on television and radio as well as a keynote speaker at industry events and conferences and his knowledge and know-how of the life sector is second to none. But Kinder's expertise stretches way beyond the adviser realm - he is also an artist, photographer, poet, spiritual leader and author. " Kinder's website www.kinderinstitute.com/dir lists nearly 2000 advisors on 6 continents and in 23 countries who have taken his programs. He views his mission as bringing a deserved reputation for integrity back to the financial services sector and making the core ethos within financial services the delivery of a process for freedom to every human being on the planet.
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