Money & Meaning Blog

Telling the stories of Registered Life Planner® professionals around the world

Photograph of Sarah Byrd, sitting at desk, smiling, looking at viewer, wearing black shirt

I’m a Registered Life Planner®: Sarah Byrd

In this I’m a Registered Life Planner video, Alpha Advisor’s Sarah Byrd & Kinder Institute’s Lora Woodward discuss what originally attracted Sarah to EVOKE® and KI’s programs and how they have influenced the way the team at Alpha Advisors interacts with their clients. She shares the personal impact that Life Planning has had on her

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Photograph of Kris Amliwala, smiling, looking ahead at photographer, wearing light blue business shirt

I’m A Registered Life Planner: Kris Amliwala, ChFP, RLP®

Kris Amliwala, ChFP, RLP® shares what originally attracted him to Kinder Institute’s training programs and how they affected his personal and professional life in our latest blog series: “I’m a Registered Life Planner®”. Hear how Kris integrated EVOKE® into his practice and what’s next in his own Life Planning journey.

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Spotlight: Scott Frank, CFA, CFP®

Scott has revolutionized his practice since earning his Registered Life Planner® designation in 2018. As the founder of Stone Steps Financial, he is passionate about helping his clients align their money with their life, freeing up their time to enjoy what matters most. He is also a co-host of the Real Personal Finance Podcast, where

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person looking directly ahead, thoughtful, holding a light brown blazer over one shoulder and wearing a white collared shirt

Spotlight: Thom Boot, RLP®

Thom has been a Registered Life Planner® since 2008. As the founder of Thomorrow Life Planning, based in the Netherlands, Thom helps his clients find what matters most to them and then helps to deliver it. He also works with both advisors and entrepreneurs. Thom is a Kinder Institute trainer and can be found co-leading

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smiling woman, looking forward, short blond hair, wearing a lavendar blouse and beaded necklace

Spotlight: Mary Zimmerman, CFP®, RLP®

Mary has been part of the Life Planning movement since its early days. As the owner of PATH Financial Strategies, based in Arizona, USA, she uses her skills as a Life Planner to find out what is most important to her clients and builds a financial plan to support that. Mary is a Kinder Institute

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Photograph of Spencer Sherman, smiling with arms crossed, wearing blue crew neck shirt

Courageous Conversations

In this month’s blog post, Spencer Sherman shares a personal story about a courageous money conversation that he had in an effort to mend a fracture in his family from the previous generation’s failure to do so over forty years previously. Spencer’s understanding of money maturity and his background in mindfulness practice inform his advice

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Photograph of Trèske Heere, smiling and looking directly forward

RLP® in Social Work

Trèske Heere, RLP® shares the founding story of her new nonprofit company, De Dreamfabryk, which will give people of different financial backgrounds the benefit of being Life Planned.

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How Life Planning Has Impacted My Business and My Life

Ariadne Horstman, founder and financial planner at Appreciate Finance, shares her experience of her training to be a Registered Life Planner, beginning with an experience she will never forget, an EVOKE Life Planning Training led by George Kinder and Louis Vollebregt at George’s home in Hana, Maui!

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Photograph of Donna Rasile, smiling and looking directly forward, wearing a black blazer and patterned gray colored shirt

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

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