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.
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Learn more about George Kinder, founder and president of the Kinder Institute of Life Planning: www.georgekinder.com
Category Archives: Trainer Spotlights
A Tribute to Ivo, a life planning pioneer and visionary
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
Posted in Life planning, Trainer Spotlights Tagged EVOKE, financial planning, George Kinder, Gerard van der Made, Ivo Valkenburg, Kinder Institute of Life Planning, Kinder Institute Trainer, Life planning, Louis Vollebregt, Thom Boot Comments Off on A Tribute to Ivo, a life planning pioneer and visionary
Trainer Spotlight: Scott Frank
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
Posted in Life planning, Trainer Spotlights Tagged certified financial planner, EVOKE, financial planning, Kinder Institute of Life Planning, Kinder Institute Trainer, Life planning, meditation and mindfulness, Practice Management, Scott Frank, Stone Steps Financial Comments Off on Trainer Spotlight: Scott Frank
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®