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:
Learn more about George Kinder, founder and president of the Kinder Institute of Life Planning: www.georgekinder.com
Author Archives: George Kinder
Practice Management Tip: Integrating Life Planning into Your Business
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. Continue reading
Posted in Life planning Tagged Life planning Comments Off on Practice Management Tip: Integrating Life Planning into Your Business
Trainer Spotlight: Mary Zimmerman, CFP®, RLP®
Mary Zimmerman CFP®, RLP®, has been part of the Life Planning movement since its early days. As the owner of PATH Financial Strategies, based in Arizona, USA, she uses her skills as a Life Planner to find out what is most important to her clients and builds a financial plan to support that. Mary is a Kinder Institute trainer and can be found leading a 2-Day training, co-leading an EVOKE course, or coaching advisors during the Mentorship Program. We caught up with Mary recently for our Spotlighting Trainers series and here’s what she shared! Continue reading
Posted in Trainer Spotlights Tagged certified financial planner, Kinder Institute, Kinder Institute Trainer, Life planning, Mary Zimmerman, PATH Financial Strategies Comments Off on Trainer Spotlight: Mary Zimmerman, CFP®, RLP®
How Life Planning Has Impacted My Business and My Life
Ariadne Horstman, founder and financial planner at Appreciate Finance, shares her experience of her training to be a Registered Life Planner, beginning with an experience she will never forget, an EVOKE Life Planning Training led by George Kinder and Louis Vollebregt at George’s home in Hana, Maui! Continue reading
Posted in Life planning Tagged Appreciate Finance, Empathy, EVOKE, financial planning, Life planning, listening, Registered Life Planner, Smith College, UC Santa Cruz Comments Off on How Life Planning Has Impacted My Business and My Life
Living My Life Plan…Delivering Life Plans to Others
Donna Rasile, a Registered Life Planner at FinTrust Capital Advisors, shares her life planning journey, which started with a realization that as an investment advisor, there was room for both a love of numbers, the more technical side of financial planning, and a desire to help people, the service-oriented side of financial planning. Donna’s training at the Kinder Institute of Life Planning taught her how to help clients live their life plan by helping herself do the same first. Continue reading
Posted in Uncategorized Tagged A Richer Life, Client Relationship, Donna Rasile, Empathy, EVOKE, FinTrust Capital Advisors, Investment Advisor, Life PLan, Life planning, people person, Registered Life Planner, Service industry, soft skills, The Pause, Three Questions Comments Off on Living My Life Plan…Delivering Life Plans to Others
What do you want to be when you grow up?
Scott Malcolm, CFP®, SSA, RLP®, shares how he answers this age-old question, first as a new graduate, once again right before starting his own practice, Money Mechanics, and now, with an established personal and professional standing. His journey and how life planning has influenced him throughout it, is surely something that many business-owners can relate to! Continue reading
Posted in Uncategorized Tagged business owner, certified financial planner, entrepreneur, financial planning, living your life plan, money mechanics, Registered Life Planner Comments Off on What do you want to be when you grow up?
A Message from George Kinder Regarding the Recent Protests
Dear Life Planners, I write to you full of empathy for communities of color, who feel the impact of the coronavirus disproportionately and are subject to the effects of a racist system that disadvantages them economically and socially, endangering their … Continue reading
Posted in Uncategorized Comments Off on A Message from George Kinder Regarding the Recent Protests
Changing the Conversation From Money to Vision™
By Joan Sharp, CFP®, RLP®, CeFT™, CAP®, MSFS In my work at River Family Advisors, I refer to myself as a Family Advisor rather than a financial planner. Every person is part of a family; this is where money stories … Continue reading
Posted in Uncategorized Tagged Certified Financial Transitionist, Chartered Advisor in Philanthropy, client vision, EVOKE, financial life planning, George Kinder, Joan Sharp, Kinder Institute, Life planning, Registered Life Planner, River Family Advisors Comments Off on Changing the Conversation From Money to Vision™
A Message to Kinder Institute Life Planners Regarding the Coronavirus
Dear Life Planners, My heart is with you during these uncertain times. I know it is hard to keep everything balanced, yet I have faith that if ever there was a community ready to take on the challenge of keeping … Continue reading
Posted in Uncategorized Tagged coronavirus, George Kinder, Kinder Institute of Life Planning Comments Off on A Message to Kinder Institute Life Planners Regarding the Coronavirus