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
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
Posted in Life planning Tagged EVOKE, financial advisor, financial life planning, financial planning, Kinder Institute of Life Planning, Life planning, money and meaning, Registered Life Planner Comments Off on I’m a Registered Life Planner®: Sarah Byrd
I’m A Registered Life Planner: Kris Amliwala
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
Posted in Uncategorized Tagged chartered financial planner, client success story, Designer Wealth Management, financial adviser, financial life planning, Life planning, Registered Life Planner Comments Off on I’m A Registered Life Planner: Kris Amliwala
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
Posted in Life planning, Trainer Spotlights Tagged certified financial planner, EVOKE, financial planning, Kinder Institute of Life Planning, Kinder Institute Trainer, Life planning, meditation and mindfulness, Practice Management, Scott Frank, Stone Steps Financial Comments Off on Trainer Spotlight: Scott Frank
Practice Management Tip: Integrating Life Planning into Your Business
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
Posted in Life planning Tagged Life planning Comments Off on Practice Management Tip: Integrating Life Planning into Your Business
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®
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
Posted in Life planning Tagged Appreciate Finance, Empathy, EVOKE, financial planning, Life planning, listening, Registered Life Planner, Smith College, UC Santa Cruz Comments Off on How Life Planning Has Impacted My Business and My Life
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
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™
What does ‘Financial Freedom’ mean to you?
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
Posted in Life planning Tagged Advent Financial, Financial Freedom, George Kinder, Life planning, Rahul Agarwal, Registered Life Planner Comments Off on What does ‘Financial Freedom’ mean to you?