What is Life Planning?

Life Planning focuses on the human side of financial planning. In Life Planning we discover a client’s deepest and most profound goals through a mindfulness-based process of structured and non-judgmental inquiry. Then, using a mix of professional and advanced relationship skills, we inspire clients to pursue their aspirations, discuss and resolve obstacles, create a concrete financial plan, and provide ongoing guidance as clients accomplish their objectives.

Kinder Institute of Life Planning

What others say about the
Registered Life Planner® training

“Twenty years of financial planning experience was merely the prelude…Now REAL planning will begin.”

“The concept of life planning and the EVOKE® model are perhaps the most powerful model I’ve ever seen for financial planning”