Imagine if you were told you only had 1 day left to live. What would you miss? What would you not get to do? George Kinder developed a 3-question discovery process designed to help advisors assess their clients’ life values and identify their most important personal priorities. Author Meghann Lurtz explores why advisors should be using this methodology, and how it will uncover what is most impactful in helping them structure their ideal future life.
Life Planning in the News
How To Help Clients Explore Regret Productively And Take Action- Kitces.com
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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.