Life Planning in the News

Ep #278: Motherhood and Firm Ownership: How To Master Both: An Interview with Morgen Rochard

#XYPNRadio Feature Image Episode 278

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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.

XYPN Radio – Registered Life Planner Morgen Rochard’s interview on XYPN Radio with Maddy Rochard covers what she’s been up to over the past few years, specifically how she continues to run a high revenue business with just 25 clients, working 8-10 hours a week. Morgen discusses what it was like to delegate some of the major responsibilities to one of her teammates, why she limits the number of clients she takes, and how she has incorporated life planning into her firm for a more authentic relationship. Most importantly, she gives great advice to any working parent out there who dreams of one day starting a firm. Credit: Maddy Roche & Morgen Rochard –

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