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”