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.

Ep #276: A Four-Year Check-In with Cady North: Financial Planner and Now, Author

XYPN Radio – Registered Life Planner® Cady North talks about what she has been up to since her first interview with XYPN Radio nearly four years ago: establishing a great work-life balance, moving across the country, and most impressively and recently, writing a book. Writing a book was always one of Cady’s goals, but one she never made any progress towards achieving. With some soul searching and an author’s program at her alma mater, Cady was able to write the book of her dreams in just 8 months. She credits Kinder Institute’s EVOKE® course as one of the reasons she chose to finally work toward this goal. Credit: Maddy Roche & Cady North

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