Category Archives: Uncategorized

Trainer Spotlight: Thom Boot

Thom Boot RLP®, has been a Registered Life Planner® since 2008. As the founder of Thomorrow Life Planning, based in the Netherlands, Thom helps his clients find what matters most to them and then helps to deliver it. He also … Continue reading

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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

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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

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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

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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

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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

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