Money & Meaning Blog

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

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.

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!

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

Scott Malcolm, CFP®, SSA, RLP®, shares how he answers this age-old question, first as a new graduate, once again right before starting his own practice, Money Mechanics, and now, with an established personal and professional standing. His journey and how life planning has influenced him throughout it, is surely something that many business-owners can relate

Joan Sharp of River Family Associates shares how she overcame her own money messages and used her varied education and work experience as a springboard to live her own life plan: working philanthropically with non-profits she believes in and delivering her clients’ dreams

In this blog post, “What does ‘Financial Freedom’ mean to you?” Rahul shares his understanding of financial freedom and how he uses this question to guide his interaction with his clients.

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