Category Archives: Life planning

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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Life Planning Success Stories

by Randy Gardner  4/19 Yesterday, I awoke in a funk, wondering how I could come up with a second case in less than a month. I had lots of work to do getting ready for upcoming presentations and, thankfully, only … Continue reading

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Sidney Divine CFP®, ChFC®, RLP®

Each time I think about Life Planning and how it’s helped me, I can’t help but smile. I first heard about Financial Life Planning when I was relatively new to the finance industry and eager to become successful. I had … Continue reading

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“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, … Continue reading

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Jenny Hoff Podcast Interview

March 30, 2017 Read or listen to Jenny Hoff’s interview/podcast with George Kinder Dubbed the “father of life planning” and author of the seminal book on money, “The Seven Stages of Money Maturity,” George Kinder has been an investment and … Continue reading

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How Should Investors Respond to Political Uncertainty?

Here what George told Robin Powell about how investors should respond to political uncertainty. https://www.youtube.com/watch?v=xdEXPPSH6Ic&feature=youtu.be    

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Profiles in Life Planning: Louis Vollebregt #2

Profile: Name: Louis Vollebregt Certifications and memberships: RLP® Business Name: Means in Progress BV Location: Horalaan 14, 6721 KN BENNEKOM (The Netherlands) Website: louisvollebregt.nl and meansinprogress.nl Favorite Parts of My Own Life Plan: Doing what matters most; not wasting time … Continue reading

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Profiles in Life Planning: Greet Selderslaghs #1

Profile: Name:  Greet Selderslaghs RLP® Certifications and memberships: Master of Life Planning Business Name: Art of Good Living Location: Zemst and Ternat, Belgium Website: http://www.artofgoodliving.eu Favorite Parts of My Own Life Plan:    Being life planned makes me feel as … Continue reading

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Profiles in Life Planning: Mary Zimmerman #2

Profile: Name:  Mary Zimmerman CFP®, RLP® Certifications and memberships: Certified Financial Planner™ practitioner Registered Life Planner® Financial Planning Association National Association of Tax Professionals National Society of Accountants Mensa International Nazrudin Project Business Name: PATH Financial Strategies, LLC Location: Chandler, … Continue reading

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Profiles in Life Planning: Johanna Turner

Profile: Name:   Johanna Fox Turner Certifications and memberships: • Certified Public Accountant • Certified Financial PlannerTM • Registered Life Planner® • NAPFA (National Association of Personal Financial Advisors) as a fee-only financial planner) • Kentucky Society of CPAs • Financial … Continue reading

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