Life Planning in the News – Articles

In this article, Connecticut-based financial planner Dana Mascalo, CFP®, RLP®, AAMS®, C(k)P®, writes about the life changes she experienced coming out of Kinder Institute of Life Planning‘s

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

While clients may feel vulnerable and uncomfortable having this discussion, advisors using the Kinder questions can help ease their clients’ discomfort by welcoming and normalizing

As part of his Life Planning approach, George Kinder developed three questions that probe deeper into a client’s hopes, dreams, and fears, to help advisors

Father of life planning George Kinder discusses navigating ‘black-swan’ events as a financial adviser. He addresses the life planning issues impacted by recent events, such

https://www.financial-planning.com/news/link-between-financial-planning-and-psychology Kinder Institute trainer and Registered Life Planner® Cristina Livadary, CFP®, RLP® is quoted in this Financial Planning article about the inclusion of the psychology of planning

“Listen so well that you fully grasp the client’s anxieties and aspirations and what they truly love in their lives, so that your advice and

Barron’s features the journey of Spencer Sherman and Brent Kessel to found Abacus Wealth Partners and how Buddhism plays a central role in their firm