Lora Woodward

Your Questions About the Seven Stages, EVOKE®, and the RLP® Designation — Answered

During a recent live session with Kinder Institute trainers Mary Zimmerman and Scott Frank, and COO Lora Woodward, attendees asked the questions we hear most often about The Seven Stages of Money Maturity® Training, EVOKE® Life Planning Training, and the Registered Life Planner® (RLP®) designation. Here’s a recap.

Your Questions About the Seven Stages, EVOKE®, and the RLP® Designation — Answered Read More »

Danqin Fang

Danqin Fang, CFP®, CFA®, RLP®, is the Founder of Wealth Beyond Math®, a fee-only, fiduciary financial planning and wealth management firm based in Austin, Texas serving clients virtually. Danqin’s work is grounded in a belief: money is never the point—it’s the instrument.

Danqin Fang Read More »

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