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.
To return to the Kinder Institute Website: https://www.kinderinstitute.com/
To visit the Life Planning for You Website:
Learn more about George Kinder, founder and president of the Kinder Institute of Life Planning: www.georgekinder.com
Tag Archives: Investment Advisor
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 A Richer Life, Client Relationship, Donna Rasile, Empathy, EVOKE, FinTrust Capital Advisors, Investment Advisor, Life PLan, Life planning, people person, Registered Life Planner, Service industry, soft skills, The Pause, Three Questions Comments Off on Living My Life Plan…Delivering Life Plans to Others