– Started in 2002 (fee-only financial planner since 1996)– Employees: 1 (currently hiring a VA)– Areas of Expertise: Employee financial education, advising small business owners/entrepreneurs, military financial issues– Life planner since 2007, involved in life planning since 2004
Q: How did you get involved in financial Life Planning? I started in financial services in 1989. HIGHLAND is an independent registered investment adviser firm with 4 employees providing financial planning and investment advisory services to retirees, families, corporate executives and business owners. We also provide Third Party Administration for qualified retirement plans for our
Gerard van der Made (gerardvandermade.com) is a cheerful and enthusiastic person. All over the world he guides and trains teams and organisations in changing- and growing processes. He coaches management and is known as a top speaker in the field of leadership, inspiration, life planning and innovation. Individuals and audiences experience Gerard as stimulating, inspiring, surprising
Meet Kinder Institute trainer Louis Vollebregt in this blog post and video interview where he shares what being a Life Planner is and why it is a part of his Life Plan to help others learn more about what they want from life and how to make it happen!
Registered Life Planner® Greet Selderslaghs shares how Life Planning has changed her life both personally and professionally in this blog post and accompanying video interview.
In this short video, Kinder Institute Trainer Mary Zimmerman shares how attending a Kinder Institute Life Planning Training when she was at a crossroads in her life gave her the impetus to do some soul searching and discover what she truly wanted in the next phase of her life, and becoming a trainer with Kinder
Name: Johanna Fox Turner Certifications and memberships:• Certified Public Accountant• Certified Financial PlannerTM• Registered Life Planner®• NAPFA (National Association of Personal Financial Advisors) as a fee-only financial planner)• Kentucky Society of CPAs• Financial Planning Association Business Name:• Milestones Financial Planning, LLC• Fox & Company, CPA, Inc. Location:907 Paris Road, Suites A and B, Mayfield, Kentucky
Andy Nevett shares more about his own Life Plan and a client success story about a high powered business couple that he helped to reprioritize their time together in this short video and blog post for the Profiles in Life Planning series.
Kinder Institute trainer Louis Vollebregt shares what financial life planning means to him and why he chose to become a trainer for the Kinder Institute in this Profiles in Life Planning blog post. Watch the video to hear his mini interview.
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