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: Kinder Institute
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®
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
Posted in Uncategorized Tagged Certified Financial Transitionist, Chartered Advisor in Philanthropy, client vision, EVOKE, financial life planning, George Kinder, Joan Sharp, Kinder Institute, Life planning, Registered Life Planner, River Family Advisors Comments Off on Changing the Conversation From Money to Vision™