Category Archives: Life planning

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

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Courageous Conversations

Spencer Sherman, MBA, CFP®, shares a personal story about a courageous money conversation that he had in an effort to mend a fracture in his family from the previous generation’s failure to do so over forty years previously. Spencer’s understanding of money maturity and his background in mindfulness practice inform his advice on when and how to have courageous money conversations. Continue reading

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RLP® in Social Work

Trèske Heere, RLP® shares the founding story of her new nonprofit company, De Dreamfabryk, which will give people of different financial backgrounds the benefit of being Life Planned. Continue reading

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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

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What does ‘Financial Freedom’ mean to you?

By Rahul Agarwal In recent times, there has been a proliferation in usage of the term Financial Freedom across media platforms, be it a personal finance show, a financial planning article, or advertisements by financial services’ companies. While this comes … Continue reading

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Taking Financial Life Guidance to the Next Level

By Frankie Corrado My father, Frank Corrado and I co-founded our firm, Blue Blaze Financial Advisors, on a concept called “Financial Life Guidance”.  Financial Life Guidance embraces the important life situations clients face, explores the range of options at their … Continue reading

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Michael Bibb RLP®

There is nothing special about me. In my 48 years on the planet, I have no sporting badges or trophies of merit from my younger days. I am Joe Ordinary. So, let us begin and hopefully some sparks will fly, … Continue reading

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Morgan Ranstrom CFA, CFP®, RLP®

Each time I think about Life Planning and how it’s helped me, I can’t help but smile. I started the Registered Life Planning program in the Spring of 2016 at a 7 Stages of Money Maturity workshop in Chicago. At … Continue reading

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The Fourth Question

By Adam Wells Each time I think about Life Planning and how it’s helped me, I can’t help but smile. The dictionary definition of the verb evoke means to bring a feeling, memory, or picture into the mind.  ‘the smells, sounds and … Continue reading

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Integrated Life Planning

The small man builds cages for everyone he knows. While the sage, who has to duck his head when the moon is low, keeps dropping keys all night long for the beautiful rowdy prisoners.                         Hafiz Written by Miriam Whiteley … Continue reading

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