Kinder Institute of Life Planning’s Money and Meaning Blog presents the “I’m a Registered Life Planner®” series. Host Lora Woodward, Communications Director for Kinder Institute, chats with Frank Stolarz, RLP®, Founder of The Karma Barn Yoga Studio & Perfect Day Strategies Life Planning. Frank is one of nearly 600 professionals globally that have earned the prestigious Registered Life Planner® (RLP®) designation.
00:00 Welcome, Introduction
00:53 How learning the Kinder Institute’s methodology and completing the Registered Life Planner® designation 10 years ago inspired Frank to bring Life Planning to his clients
01:57 How after completing his training, Frank implemented Life Planning into his financial practice of over 35 years.
03:35 What Frank learned about himself through the process of being Life Planned during our EVOKE® Training.
05:21 What Frank has been working on most recently: a book called Perfect Life Strategies.
07:24 How The Karma Barn gives Frank the perfect platform to combine the things he feels most passionately about: yoga and having conversations with clients about their fears about money and finding a way to achieve the life that they are meant to live
08:43 A client success story where Frank’s client was able to pivot and follow a passion later in life, one that might have been surprising to those that only knew her professionally!
10:14 How a conversation with a couple that started out focused on buying a house led to the couple discovering that they actually wanted to move to another country and how Frank still keeps in contact with them to this day!
13:32 What advice Frank would give to financial planners interested in becoming Life Planners.
Author, Life Planner, and Yoga Teacher, Frank Stolarz, RLP® helps guide people to “live more fully now” as the founder of Perfect Day Strategies Life Planning (TM). Frank has spent 34 years running his own financial planning practice with a major Canadian independent financial services company. During that time, he created “The Meaningful Money Associations Process”(TM) in 2003, which is his unique method for helping people discover and find meaning and clarity in relationship with their money. He started studying with George Kinder in 2011 and earned his Registered Life Planner® (RLP®) designation in 2012. Frank is a 500Hr Yoga Teacher and runs a yoga and meditation studio in a renovated barn on his property, The Karma Barn, where he combines ancient yoga teachings with life planning. In 2021, he published the book “Perfect Day Strategies (TM): A Life planning guide to finding meaning in a world of change.” Frank lives in Nova Scotia, Canada with his wife of 40 years. They have three beautiful children and three amazing grandchildren, who all bring great joy into their lives.
Kinder Institute of Life Planning is a training company that provides workshops, experiential trainings, and consulting services to financial advisors and professionals worldwide. Thousands of advisors and financial coaches have trained with Kinder Institute on client-centered life planning methodologies since it began in 2003. Advisors that complete the entire course of study including The Seven Stages of Money Maturity® 2-Day Training, the EVOKE® Life Planning Training, and a subsequent 6-month mentorship program earn the designation of Registered Life Planner® (RLP®), which signifies that they have become life planning experts. To learn more about life planning, trainings offered by Kinder Institute of Life Planning, or to find a Registered Life Planner®, visit www.kinderinstitute.com.