What's New Life Planning In the Media May / June 2008 Commonwealth Quarterly “Keeping At-Risk Clients Engaged in the Planning Process” March 12, 2008 - Money Magazine What you really want from your money by George Mannes Find a Registered Life Planner® near you Join Our Mailing List Email: For Email Marketing you can trust

Kinder Institute of Life Planning

For the past decade, Life Planning has been the most dynamic movement in the Financial Planning profession. The Kinder Institute has been at the forefront of that movement.

Life planning shifts the focus in finance from sales to service, by creating a trusting advisory relationship where the focus is on the person rather than their money. At its most accomplished levels, the advisor might even become a mentor to the client. Rather than focus on “financial goals,” the focus turns to the most meaningful - even profound - goals of a person’s life. Kinder Method planners then structure a financial plan that not only fulfills our money goals, but also provides a supportive financial framework for living the most meaningful and rewarding life we can imagine, including goals related to:

• Family
• Creativity
• Spirit
• Service
• Place

The Kinder Institute of Life Planning trains advisors in how to listen to their clients and how to ask the questions that reveal what the client truly wants to accomplish, experience or be in their lives. And then we train advisors in how to deliver the client’s goals.

We offer multiple levels of training for advisors from our signature two-day Seven Stages of Money Maturity® workshop, based on the best-selling book, to the more in-depth trainings in the Kinder EVOKE™ Method – a life-centered approach to Financial Planning.

For the public, we provide a directory of over 800 advisors across the country and in 10 other countries. One directory is of Registered Life Planners, who have completed our full course of trainings. The larger directory is of financial planners who have taken the two-day Seven Stages of Money Maturity® workshop, at a minimum, and features those who have participated in advanced trainings with the Kinder Institute in Life Planning.