Tag Archives: Life planning

I’m a Registered Life Planner®: Sarah Byrd

Posted on August 10, 2021 by Kinder Institute

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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I’m A Registered Life Planner: Kris Amliwala

Posted on July 8, 2021 by Kinder Institute

In Registered Life Planner Kris Amliwala’s conversation with Staff Member and Kinder Institute of Life Planning Trainer Lora Woodward, Kris discusses a variety of topics, including what originally attracted him to the Registered Life Planner designation program, and how it affected his personal and professional life, how he chose to integrate Life Planning into his practice and introduce it to his clients, and what is next on his own Life Planning journey. This video is part of Kinder Institute’s I’m A Registered Life Planner series. Continue reading →

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Trainer Spotlight: Scott Frank

Posted on May 6, 2021 by Kinder Institute

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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Practice Management Tip: Integrating Life Planning into Your Business

Posted on March 3, 2021 by George Kinder

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 →

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Trainer Spotlight: Mary Zimmerman, CFP®, RLP®

Posted on February 9, 2021 by George Kinder

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 →

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RLP® in Social Work

Posted on December 2, 2020 by George Kinder

Trèske Heere, RLP® shares the founding story of her new nonprofit company, De Dreamfabryk, which will give people of different financial backgrounds the benefit of being Life Planned. Continue reading →

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How Life Planning Has Impacted My Business and My Life

Posted on October 29, 2020 by George Kinder

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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Living My Life Plan…Delivering Life Plans to Others

Posted on October 7, 2020 by George Kinder

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 →

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Changing the Conversation From Money to Vision™

Posted on May 15, 2020 by George Kinder

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 →

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What does ‘Financial Freedom’ mean to you?

Posted on January 2, 2020 by George Kinder

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 →

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