4 Ways to Search:

1. Search by Name
2. Use Our Advanced Search - Click Here Search based on many different options for example search by designation, fee only, passive investing etc.
3. Search in the United States by Postal Code or State
or Search by State (US) or Region (UK)
  • The Basic ranking refers to those who have completed the Seven Stages of Money Maturity workshop.
  • The Advanced ranking refers to graduates who have completed the EVOKE® Life Planning Training; some have also completed the Seven Stages of Money Maturity workshop.
  • The Comprehensive RLP® has earned the Registered Life Planner® designation by completing the Seven Stages of Money Maturity Workshop, EVOKE® Life Planning Training, and RLP® Mentorship Program.
  • The Master of Life Planning has earned the Registered Life Planner® designation and has continued their education through Life Planning Mastery courses.
  • The Presentation Training Grad has completed a course on delivering the Seven Stages of Money Maturity workshop.