Joanna Little, CEO of Emery Little in Hemel Hempstead, UK shares her life planning journey with you.
CA. Indresh Malik, SEBI RIA based in Gurgaon, India shares his life planning journey with you.
Marcus Chapman, Owner of Worthy Financial Planning based in Waterlooville, UK, shares his life planning journey with you.
Eleanor Brownn, Owner of Brownn Consulting based in Los Angeles, CA, shares her life planning journey. She is one of over 600 professionals globally that have earned the RLP® designation.
Caleb and Riley with InvestorDNA are joined by George Kinder to discuss having the emotional maturity and confidence to recognize and then pursue your aspirations.
Author, international thought leader, and life-planning pioneer George Kinder has been at the forefront of the financial services industry for more than 35 years, spearheading a movement to put the lives that clients desire to live at the center of their financial plans. Through books, workshops, and speaking engagements, George has trained thousands of professionals globally in the field of financial life planning. After 30 years as a practicing financial planner and tax adviser, he founded the Kinder Institute of Life Planning in 2003. His three books on money management, The Seven Stages of Money Maturity (1999), Lighting the Torch (2006), and Life Planning for You (2014), are considered foundational and essential works in the field of financial life planning, for both professionals and consumers.
Mary Zimmerman has a passion for talking about money and meaning. This passion has taken her around the globe, most recently to India, to lead The Seven Stages of Money Maturity® Training, based on the work of George Kinder.
Roger Kennedy, Director & Chartered Financial Planner at AKFP Group based in Lisburn, Northern Ireland, shares his life planning journey.
For the past fifteen years he has incorporated Life Planning into his practice and has been an international trainer and mentor with Kinder Institute of Life Planning, working with financial advisers from around the world. Louis is also a personal Life Planner for entrepreneurs and acts as a mediator of complex business dissolutions.
Founder of Kindness Financial Planning, Elliott Appel, CFP®, CLU®, RLP®, speaks with podcast host Tony Steuer, CLU, LA, CPFFE about how he is a “big fan of life planning” and the way it places a client’s life at the center of the financial planning process.