Life Planning in the News – Articles

Kiplinger Retirement Report – A recent Kiplinger’s Retirement Report article featured life planning , following the story of a couple whose financial adviser “instead of

Financial Planning – George Kinder’s interview with Financial Planning Magazine about life planning and mindfulness speaks to how the industry’s been affected by the coronavirus

Ohana Wealth and Life Planning – Jeff Spitzmiller captures the reasons why someone should consider life planning instead of just financial planning in a blog

Flow Financial Planning – Meg Bartelt shares a personal story of her experience at the 5-Day EVOKE® Residential Training in Hana and how it has

PFS POWER – Amyr Rocha-Lima discusses why financial planning is not just to help clients accumulate resources but to help them as their coach and

Forbes – Brian Thompson, shares his experiece of a Kinder Institute 2-Day Seven Stages of Money Maturity® Training, explains how a life planner “puts your

– Frank and Frankie Corrado, both Registered Life Planner® designees, share their approach to financial life planning and how it is different from traditional financial

ThinkAdvisor – This ThinkAdvisor article profiles Registered Life® Planner Jeanne Smith and how she uses her training as a Geriatric Nurse Practitioner and as a

MorningStar India – This Morningstar India article profiles Registered Life Planner® Indresh Malik and what Life Planning means to him. Credit: Ravi Samalad