This podcast episode from Wired Planning discusses the importance of aligning what is most meaningful to a client to their financial plan. By using the #EVOKE model, Life Planners trained by Kinder Institute are prepared to guide clients through the process of discovering what is most meaningful!
Life Planning in the News
Helping Clients Achieve Life Money Balance with Dr. Preston Cherry-The Human Side of Money, Wired Planning
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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.