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 Monique Wientjes, Founder of Wientjes Advies, financial life planning in Voorst, Netherlands. Monique is one of nearly 600 professionals globally that have earned the prestigious Registered Life Planner® (RLP®) designation.
00:00 Welcome, Introductions
00:35 How Monique started in financial services
01:00 What drew Monique to life planning and how it provides more value to clients than traditional financial planning
02:38 How life planning has changed her interactions with clients, both old and new
05:10 Her fears about first implementing life planning, especially with clients she was already working with and her tips for someone who might be feeling the same way
06:51 A client success story about a client who didn’t outwardly appear as excited
09:37 How life planning and being life planned during Kinder Institute’s training impacted Monique both personally and professionally
13:21 Her advice to financial planners considering becoming life planners
15:01 What is next in Monique’s life plan
Monique Wientjes CFP®, RLP®, FA, started her own financial and tax consultancy in 2002 after a career developing software for the home furnishing industry. At Wientjes Advies, Monique offered tax advice, prepared annual accounts, and filed tax returns for small businesses. She trained to become a Registered Life Planner in 2018 and found the process to be “life changing.” As part of her own life plan, she sold her accountancy portfolio so she could fully focus on delivering financial life planning to her clients and helping with inheritance law as an executor. She says, “I wish every financial planner would do the training to experience how meaningful life planning is – not only for yourself but especially for your clients. Every life planning trajectory is a gift.” Monique lives in the beautiful countryside of Voorst (near Zutphen), where she walks every day with her lovely dog along the floodplains of the IJssel river.
Kinder Institute of Life Planning, founded by George Kinder in 2003, advances the practice of “whole-life” Life Planning as the most fiduciary, most comprehensive, and most client-centered form of financial planning.
Experiential core training, mentoring, and continuing education programs unite our nearly 600 Registered Life Planners® (RLPs®) around the world meeting the growing demand for life-centered, client-centered financial planning. Kinder’s resources for consumers include a searchable database of RLPs and an interactive online life-planning guide. The designation of Registered Life Planner® (RLP®) is earned by completing an entire course of study including The Seven Stages of Money Maturity® Training, the EVOKE® Life Planning Training, and a subsequent Life Planning Mentorship Program.