Our Trainers

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.

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.