Life Planning in the News

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Client-Centered Financial Planning-Rosemarie McKinnon and George D. Kinder

Rosemarie McKinnon CFP, RLP chats with George D. Kinder about the relevance of the EVOKE® process in putting the client first when creating client-centered financial planning. Rosemarie earned the Registered Life Planner® designation in 2010 and uses the life planning method with her clients at IG Wealth Management. She chose Kinder Institute’s training program after Googling “financial planning and

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Don’t be fooled by these 9 common money myths-CNBC

Does financial ‘advice’ always have your best interests at heart? George Kinder debunks this common money myth in this CNBC article by stating, “That’s just not true.” He reveals that not all financial advisors are fiduciary advisors. Many advisors often place their interests above their clients. Kinder Institute trains financial advisors to place a client’s

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Mindset is crucial when planning-Centennial Citizen Independent

“Until the advisor and client can discuss fears, conflicts, money beliefs, and biases openly, it will be difficult to stay on track or even build the right kind of plan,” writes Patricia Kummer, CFP® in her latest syndicated column. Psychology is an essential component of life planning. Advisors often struggle with experiencing emotional conversations with their clients.

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Headshot of Registered Life Planner Donna Raslie.

Be Invested in Each Client’s Success-Wisdom Tree

WisdomTree features Donna Rasile, RLP® in their Women Advisor Blog Series. Donna shares that the Registered Life Planner® training “enhanced and sharpened” her natural approach to financial planning and gave her the tools to put a client’s goals first. https://www.wisdomtree.com/investments/blog/2023/03/23/be-invested-in-each-clients-success

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A Photo of Registered Life Planner, Cristina Livadary sitting on a sofa.

The Rise of FinPsych, Financial Therapy and Life Planning-Wealth Management

“Human first” is the now and future of financial planning. Diana Britton crafted a comprehensive look at the pioneers and scouts that have been shaping the financial planning world, including Kinder Institute’s founder and author of The Seven Stages of Money Maturity, George D. Kinder. The WealthManagement.com article kicks off with the journey of financial

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