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
Jeremy Deedes is the owner of Planning for Life Ltd, based in Helmsley, North Yorkshire, UK. He has worked in financial services for most of his life and employs 2 core administrators and 3 paraplanners/researchers on a contract basis. Q: What would you like to say about how life planning has made changes in your
Omega Wealth Management, LLC is based in Arlington, VA just outside Washington, DC. Lisa has been in the industry since 1985, and had her own business since 1999. The firm has been independent since 2004. Her specialty is early affluence and sudden wealth. In addition to being a Registered Life Planner® through the Kinder Institute,
Louis Vollebregt’s company is located in EDE in the Netherlands. He has worked there for more than four years together with his wife Anita and has an extensive network of free-lancers to assist him whenever necessary. There is a lot of information (in English) on his website www.meansinprogress.co.uk. The most important thing Louis does in giving
Q: How did you get involved in financial Life Planning? A: A number of years ago while I was working at the insurance company MetLife as a traditional financial planner, I had a great couple as clients. They had worked very hard their whole life for a secure retirement, which was now just 6 months
– 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!
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