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: Life planning
Michael Morton, who recently completed the Seven Stages of Money Maturity Training, shares his story in a newsletter to clients. We thought it was a great example of how to connect with clients, share a personal reflection from the training, and invite clients to consider how they could benefit from getting Life Planned. Continue reading
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
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
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
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
By Rahul Agarwal In recent times, there has been a proliferation in usage of the term Financial Freedom across media platforms, be it a personal finance show, a financial planning article, or advertisements by financial services’ companies. While this comes … Continue reading
By Frankie Corrado My father, Frank Corrado and I co-founded our firm, Blue Blaze Financial Advisors, on a concept called “Financial Life Guidance”. Financial Life Guidance embraces the important life situations clients face, explores the range of options at their … Continue reading
There is nothing special about me. In my 48 years on the planet, I have no sporting badges or trophies of merit from my younger days. I am Joe Ordinary. So, let us begin and hopefully some sparks will fly, … Continue reading