Confessions of a Comprehensive Financial Planner

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Confessions of a Comprehensive Financial Planner

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The overarching vision of the Kinder Institute is to bring Life Planning to everyone in the world by increasing the public’s knowledge about and demand for Life Planning, and by training Life Planners and helping them continue to develop their skills and practices.

Flow Financial Planning – Meg Bartelt shares a personal story of her experience at the 5-Day EVOKE® Residential Training in Hana and how it has made her think of how she will frame her role as a financial planner moving forward. She captures well the role of the life planner and the importance of deep listening. Credit: Meg Bartelt –

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