Tag Archives: Empathy

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

Posted in Life planning | Tagged , , , , , , , , | Comments Off on How Life Planning Has Impacted My Business and My Life

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

Posted in Uncategorized | Tagged , , , , , , , , , , , , , , | Comments Off on Living My Life Plan…Delivering Life Plans to Others