Money & Meaning Blog

Registered Life Planner® Michael Bibb put aside his excuses and found the time to train and complete the Marathon Des Sable, running 6 marathons in seven days through the Sahara. He credits the EVOKE® Life Planning Training and George Kinder’s encouragement to live your most fulfilled life among other creative inspirations in this blog post

“Financial Life Guidance” finds an expanded audience through a recent merger between Life Planning Firm Blue Blaze and their merger with Robertson Stephens. In this blog post, Registered Life Planner Frankie Corrado discusses his and his co-founder and father, Registered Life Planner Frank Corrado’s decision to merge with a larger firm and how considering the

Registered Life Planner® Morgan Ranstrom shares how attending The Seven Stages of Money Maturity® and EVOKE® Life Planning Trainings changed his life both professionally and personally, encouraging him to confront areas of his life that were not in line with how he most wanted to live it. When he met George Kinder at an event,

Life Planning can have a lasting impact on your clients and being a financial planner, you get to see the effects of that impact every day. But have you ever considered how living your own Life Plan can help the world around you? In this blog post, Adam Wells shares the Fourth Question that he

After spending a week together for the EVOKE® Life Planning training, Miriam Whiteley shares how she and two other EVOKE® graduates and fellow Registered Life Planners have stayed in touch and have held eachother accountable more than a year out from their initial life planning sessions in Hana, HI. In this blog post, Miriam shares

Sometimes in a client meeting, you might be faced with a client who is navigating some difficult emotions. Being a Registered Life Planner, you are equipped to enter that conversation with empathy and the tools to help take your client out of their despair and help them forward on their hero’s journey. In this blog

Sidney Divine’s outlook on financial planning changed dramatically from the moment he learned about Life Planning. In this blog post, Sidney shares how taking Kinder Institute’s trainings, experiencing being Life Planned himself, and becoming a Registered Life Planner® have led him to client successes that he wouldn’t have been able to encourage had he not

Before it StartedCasting my mind back to how I was before I started my journey, here’s how I must have seemed to those I encountered: I was what could be described as a stereotypical financial adviser–not quite The Wolf of Wall Street, but certainly very egotistical and self-important. Add to this I was overweight, hadn’t

Dragonfly operates from Beckenham, just outside of South London. The company started trading in 1984, and I joined in 1988 from Barclays Bank. We operate a boutique financial planning office, operating on the principles of a Family Wealth Office, with a clear service difference: integrating Life Planning techniques into everything we do. In essence our