After several other client-oriented jobs, Anita was introduced to the work of George Kinder. His EVOKE method was the missing link in her job at the bank. In 2014, she became an RLP and began using Life Planning to help clients live with purpose and create fulfilling lives.
The realization that there is a relationship between money and feelings led Brad on a journey of reading books and articles about the psychology of money. His study deepened his understanding of himself and led to better understanding and empathy for what his clients were facing.
Cristina is the CEO & Co-Founder of Mana Financial Life Design and believes that even greater success can be achieved by solving issues holistically – with individuals and their families. Cristina designed her own life plan and has transitioned to her dream career as a financial life planner who does everything in her power to
Nationally and internationally, Gerard van der Made supervises and trains teams and organisations in innovation, change and growth processes, he stimulates individual pleasure and effectiveness as an Executive Business and Life Coach, and he inspires and confronts groups as a leading speaker.
“I’m not looking to help Tom and Nancy buy their fourth home and new yacht.” Registered Life Planner® Leighann Miko, CFP® is interviewed in an article by The Wall Street Journal about personal financial advisors focused on charitable giving. Leighann founded Equalis Financial in 2016 with a focus on LGBTQ+ creatives and “people with large inheritances who want to give away
Justin is a CISI Chartered Fellow, Chartered and Certified Financial Planner, SOLLA Accredited Later Life Adviser and host of The Retirement Café podcast. He founded and runs retirement planning specialists MFP Wealth Management in Christchurch, Dorset, helping successful people to retire well and future-proof their wealth. As a Registered Life Planner (RLP) designee and financial
Nadam is on a mission to educate ING and other employees of large banks to build an advisory service that is truly customer-centric rather than product and money focused. He is specialized in business implementation of life planning on AUM basis in sales oriented organizations. While being a pragmatic financial planner, he is also inspired
Nigel is a founding Independent Financial Advisor (IFA), and one of the UK’s leading trainers of Financial Life Planning. He’s worked in the financial services industry for over 20 years and is committed to using his knowledge and experience to transform the way it operates, ensuring more people benefit from financial plans that get profound
Rosemarie is a CFP® with one of Canada’s largest financial planning companies, IG Wealth Management for over 20 years. She became Canada’s first woman to earn the RLP designation in 2010 and brings the EVOKE process as a value-added experience to her clients. EVOKE is the way she does financial planning.
Scott Frank is the founder of Stone Steps Financial, a financial planning and investment management firm located in Encinitas, CA that helps families and professionals align their money with life. He is passionate about pursuing a life-long learning model in order to best serve his clients.
Before studying economics and starting his career as a financial planner in 2004, Sebastian Jersch worked as a professional musician in classical orchestras. The power of non-verbal communication through music, capable of moving our hearts, creating and releasing feelings, and connecting people, remains deeply rooted in his life experience.
Thom founded his company Thomorrow Lifeplanning. He co-founded the Association of Lifeplanners (VLPN) in the Netherlands and inspires others to work in this wonderful profession. In joining the Next Step Factory Cooperation (NSF), Thom is also helping entrepreneurs to make a difference.