Training: EVOKE Life Planning Training Graduate 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.
Financial Life planning and divorce
About My Practice
More Advice started as financial doctor in 2014. I help my clients make financial decisions with the emotional life events.
About Suzanne de Moor
More Advice started in 2014 as a financial planner business. With the history as a Private Banker, I started my practice as a financial planner and since 2021 as a life planner.
With the Kinder Institute I did my life planning planning training (2 days and 5 days) and I am registered as a financial divorce advisor RFEA (www.rfea.nl). I am also registrered financial planner CFP®
I work on a fee only base
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