Tag Archives: Registered Life Planner

RLP® in Social Work

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

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

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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What do you want to be when you grow up?

Scott Malcolm, CFP®, SSA, RLP®, shares how he answers this age-old question, first as a new graduate, once again right before starting his own practice, Money Mechanics, and now, with an established personal and professional standing. His journey and how life planning has influenced him throughout it, is surely something that many business-owners can relate to! Continue reading

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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

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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

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