London, North London N14 6QE
Phone: (44) 7931-501526
Training: Registered Life Planner® more info
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
About My Practice
Aloha Life Planning got its name after Mahtab (my wife and business partner) and I went to Hawaii for the five day EVOKE programme in 2014.
With my history in investment and accountancy and Mahtab\'s expertise in taxation we believe we provide a unique offering backing up the \"soft\" life planning skills with \"coal face\" practical experience.
About Jonathon Clark
26 years as independent financial adviser specialising in ethical and environmental investment.
Board level experience including management buyout and company purchase and sale.
Other interests include amateur dramatics, bridge, yoga, astrology, cricket.
No particular profile - only requirement is for the client to be committed to the process.
We do not take a commission on introducing clients to other professional advisers.
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