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.
Creating Your Ideal Life Read More »
Ian Bloom, Founder and Financial Life Planner at Open World Financial Planning based in Raleigh, NC, shares his life planning journey.
I’m a Registered Life Planner® with Ian Bloom Read More »
Shannon Blackmon, CFP® with Thomas Doll in Walnut Creek, CA, shares her life planning journey.
I’m a Registered Life Planner® with Shannon Blackmon Read More »
A wonderful human being has passed. Ivo Valkenburg (1966) was a man full of love, which he gave so much of to others.
A Tribute to Ivo, a life planning pioneer and visionary Read More »
Rahul Agarwal, Founder and Principal Adviser of Advent Financial in Mumbai, India, shares his life planning journey.
I’m a Registered Life Planner®: Rahul Agarwal Read More »
Monique Wientjes, Founder of Wientjes Advies, financial life planning, in Voorst, Netherlands, shares her life planning journey.
I’m a Registered Life Planner® with Monique Wientjes Read More »
Frank Stolarz, RLP®, Founder of The Karma Barn Yoga Studio & Perfect Day Strategies Life Planning, shares his life planning journey.
I’m A Registered Life Planner® with Frank Stolarz Read More »
Diana Yáñez, MA, CFP®, RLP®, Founder and Financial Empowerment Coach of All the Colors based in Mexico and Elliott Appel, CFP®, CLU®, RLP®, Financial Planner and Founder of Kindness Financial Planning, LLC, share their life planning journeys.
I’m a Registered Life Planner® with Diana Yáñez & Elliott Appel Read More »
Minority Money Podcast – An exciting episode from George Kinder and Emlen Miles-Mattingly for his podcast Minority Money Podcast. Highlights include the difference between financial and life planners, things to think about before hiring a planner, how meditation can improve your life, and education’s role in wealth building. Credit: Emlen Miles-Mattingly & George Kinder
Life Planning with George Kinder Read More »
