Category Archives: Life planning

I’m a Registered Life Planner®: Ian Bloom

Posted on October 3, 2022 by Kinder Institute

Kinder Institute of Life Planning’s Money and Meaning Blog presents the “I’m a Registered Life Planner®” series. Host Lora Woodward, Communications Director for Kinder Institute, chats with Ian Bloom, Founder and Financial Life Planner at Open World Financial Planning based … Continue reading →

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I’m a Registered Life Planner®: Shannon Blackmon

Posted on August 16, 2022 by Kinder Institute

Kinder Institute of Life Planning’s Money and Meaning Blog presents the “I’m a Registered Life Planner®” series. Host Lora Woodward, Communications Director for Kinder Institute, chats with Shannon Blackmon, CFP® with Thomas Doll in Walnut Creek, CA. Shannon is one … Continue reading →

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A Tribute to Ivo, a life planning pioneer and visionary

Posted on August 11, 2022 by Kinder Institute

We are deeply saddened by the passing of former Kinder Institute trainer & life planning pioneer, Ivo Valkenburg. To honor him, we asked a few of our trainers to share their memories of Ivo with our global life planning audience. Continue reading →

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I’m a Registered Life Planner®: Rahul Agarwal

Posted on August 4, 2022 by Kinder Institute

Kinder Institute of Life Planning’s Money and Meaning Blog presents the “I’m a Registered Life Planner®” series. Host Lora Woodward, Communications Director for Kinder Institute, chats with Rahul Agarwal, Founder and Principal Adviser of Advent Financial in Mumbai, India. Rahul … Continue reading →

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I’m A Registered Life Planner®: Frank Stolarz

Posted on July 5, 2022 by Kinder Institute

Kinder Institute of Life Planning’s Money and Meaning Blog presents the “I’m a Registered Life Planner®” series. Host Lora Woodward, Communications Director for Kinder Institute, chats with Frank Stolarz, RLP®, Founder of The Karma Barn Yoga Studio & Perfect Day … Continue reading →

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I’m a Registered Life Planner: George Kinder

Posted on December 1, 2021 by Kinder Institute

In this episode of Kinder Institute of Life Planning’s “I’m a Registered Life Planner®” series, host Lora Woodward chats with George Kinder, Founder and President of Kinder Institute of Life Planning! George Kinder shares his thoughts on creating and living … Continue reading →

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I’m A Registered Life Planner®: Jos Drees

Posted on November 10, 2021 by Kinder Institute

Meet Registered Life Planner® Joss Drees. Jos is one of over 500 professionals globally that have earned the prestigious Registered Life Planner® (RLP®) designation from the Kinder Institute of Life Planning. In this episode of Kinder Institute’s “I’m a Registered Life … Continue reading →

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I’m a Registered Life Planner®: Sarah Byrd

Posted on August 10, 2021 by Kinder Institute

In Sarah Byrd’s conversation with Kinder Institute’s Communications Director, Lora Woodward, the Registered Life Planner discusses a variety of topics, including what originally attracted her to EVOKE and KI’s programs and how they have influenced the way Alpha Advisors interacts with their clients. She shares the personal impact that Life Planning has had on her own personal life and what is next in her own Life Planning journey. Watch the whole interview in this blog post. Continue reading →

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Trainer Spotlight: Scott Frank

Posted on May 6, 2021 by Kinder Institute

Scott Frank is a Trainer with the Kinder Institute of Life Planning. He earned his Registered Life Planner designation in 2018 and is the founder of Stone Steps Financial, where he helps clients align their life with their money. He is the host of a consumer-facing financial podcast, Real Personal Finance. This trainer spotlight article shares what Scott has learned about Life Planning and how he came to be a trainer with the Kinder Institute. Continue reading →

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Practice Management Tip: Integrating Life Planning into Your Business

Posted on March 3, 2021 by George Kinder

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 →

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