After a training with Kinder Institute of Life Planning, you are full of inspiration and energy and excited to share what you have learned with your clients. A successful way to introduce Life Planning to your audience is tell your own story of attending the course and how it is impacting your life.
We are always thrilled to hear from recent graduates who jump right in, start living their own Life Plan, and invite their clients to experience their journey.
Check out how Michael Morton, who recently completed The Seven Stages of Money Maturity® Training, shares his story in a newsletter to clients. We thought it was a great example of how to connect with clients, share a personal reflection from the training, and invite clients to consider how they could benefit from getting Life Planned.
See the main text from his newsletter below:
Ask not what you can do for your financial well being but what your financial well being can do for you
By Michael Morton, ChFC®
We all know the importance of saving for the future. Retirement planning, budgeting, saving – most of the financial planning industry is focused on the future. Delaying gratification means that you can live out your last days comfortably and engaging in all the things you always dreamed of doing such as traveling, gardening, golfing… or whatever it is that makes you happy.
We also feel the need to carpe diem: seize the day! Tomorrow is not promised. It is likely you know someone that retired only to develop a fatal illness shortly thereafter, rendering his or her savings and retirement planning futile.
What’s the best plan? Suffer today in the hopes of a comfortable tomorrow? Spend what you have now because the future is not guaranteed? Surely there is a way to balance the scales.
I had the pleasure of attending a 2-day training with the Kinder Institute of Life Planning. It is a program designed for financial planners to help their clients build a Life Plan. How can financial planning help you live your best life both now and in all your years to come? Through financial life planning, you can discover if your resources (time, money, energy) are fully aligned with your values. Maybe buying a house, driving a nice car, and having 2.5 kids is your goal, but for most that is just an expectation.
During the training, I had the opportunity to reflect on what’s truly important to me. One thing became clear: I value my time and want to ensure I spend it doing things I love. My “ideal day” was a vision of hitting the ski slopes with my kids for some exercise, bonding, and fresh mountain air. It was easy to step into that dream, I made it happen the following week.
Think about your Life Plan. What can you make happen in 2021?
What I’m reading
- “If you believe you are capable of becoming the healthy, engaged person you want to be in old age, you are much more likely to experience that outcome”. This is why I’m forever frozen at 40.
- How We Survive Winter – New York Times.
What I’m Listening To
- The George Kinder Institute process is all about guiding clients to explore what they really want in this life. Listen to George talk about why it’s so important.
- Altruist is a platform that I use to deliver automated investing for my clients. Listen as the CEO Jason Wenk chats with Ron Carlson (Carlson Group) about the financial advice landscape.
- Are you a wine lover? After attending a few virtual tastings this winter, I enjoyed learning more about the history of the libation. Listen to Mark Beringer discuss his family’s 150+ years of experience in the business.
Mike Morton, ChFC® loves helping busy entrepreneurs and tech professionals with careful, smart, and custom advice so that you can enjoy life now and grow your money for the future. Mike is Founder of Morton Financial Advice, where he works closely with only a small number of clients to provide year-round financial planning and wealth management. Together, we define your goals and implement a plan to reach them successfully.
Do you have a story to tell? We want to hear your Journey in Life Planning. Email firstname.lastname@example.org, to express interest in being featured in Kinder Institute of Life Planning’s blog, Money and Meaning.