Life Planner Spotlights

Each time I think about Life Planning and how it’s helped me, I can’t help but smile.

I first heard about Financial Life Planning when I was relatively new to the finance industry and eager to become successful. I had such a strong desire to do well that I decided to look up some of the top producers within my company to see if they’d be willing to speak with me about their achievements.

About five calls into the process, I spoke with a planner who left me with a lasting impression. What stood out about this conversation was the planner’s conviction.
Read More…

Sidney Divine - United States

I had always thought of myself as a good listener.  I thought I was pretty empathetic.  But I had no idea how much more there was to learn! Read more

Mary Zimmerman - United StatesPATH Financial Strategies, LLC

The subsequent Lighting the Torch workshop which I attended in Boston in June 2006 had a major impact on both my personal and professional life.  Read more>

Jeremy Deedes MBA, MPFS, CFP®, FIFP, RLP® - United KingdomPlanning for Life LTD

I thought, “My God, how terrible to work your whole life and put off everything until a retirement that might never occur.  There has to be a way to balance the future and the present, to weave that together for a more satisfying life.” Read More

Martin Siesta - United StatesCompass Wealth Management

Embracing Life Planning as taught by the Kinder Institute has brought about a fundamental shift in both my personal life as well as my business.  It has enabled me to align Vision, Goals and Objectives which has consequently brought about clarity and a sense of purpose for me as the business owner, as an advisor to my clientele, as an employer, and most importantly as a husband and father. Read more >

Adam Young RLP® - United KingdomDragonfly

I started in financial services in 1989.  HIGHLAND is an independent registered investment adviser firm with 4 employees providing financial planning and investment advisory services to retirees, families, corporate executives and business owners. Read more >

Reed C. Fraasa, CFP®, RLP® - United StatesHIGHLAND Financial Advisors, LLC

Q: How do you see your Life Planning Practice differ from the other Financial Planning Practices in the area?

Life Planning indeed is Financial Planning done well. The focus on the empathic and listening skills of the planner, the simple but strong structured and meaningful EVOKE method, the connection between the logics of the brains and the singing sounds of heart’s desires… all of this makes a Life Planning Practice a real experience. Both for the client and the planner. Read more>

Gerard van der Made - The Netherlands

A: I was first exposed to life planning in 2003 and it has made a profound impact on my life, especially after completing the 5-day and the mentorship. Read more>

Phil Dyer - United StatesDyer Financial Advisory Towson, MD

Connecting money and meaning was something I already valued. The Kinder Institute’s  methods have given me a format for doing that which enhances the effectiveness of the work I already did. Read more>

Louis Vollebregt - The NetherlandsMeans In Progress

We spoke with Lisa to get her thoughts on Life Planning and how she uses the insights she’s gleaned through her affiliation with the Kinder Institute over the years. Read more>

Lisa Kirchenbauer, Arlington, VA - United StatesOmega Wealth Management, LLC