Tag Archives: financial planning

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

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I’m A Registered Life Planner®: Jos Drees

Meet Registered Life Planner® Joss Drees. Jos is one of over 500 professionals globally that have earned the prestigious Registered Life Planner® (RLP®) designation from the Kinder Institute of Life Planning. In this episode of Kinder Institute’s “I’m a Registered Life … Continue reading

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I’m a Registered Life Planner®: Sarah Byrd

In Sarah Byrd’s conversation with Kinder Institute’s Communications Director, Lora Woodward, the Registered Life Planner discusses a variety of topics, including what originally attracted her to EVOKE and KI’s programs and how they have influenced the way Alpha Advisors interacts with their clients. She shares the personal impact that Life Planning has had on her own personal life and what is next in her own Life Planning journey. Watch the whole interview in this blog post. Continue reading

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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

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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 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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