By Brian Thompson, Forbes, 11/24/2019
Brian Thompson, an attendee of a Kinder Institute 2-Day Seven Stages of Money Maturity Workshop, explains how a life planner “puts your interests first and focuses on increasing your sense of financial well-being. So, we help you do things like clarify your values, goals and dreams. We then use that vision to help design a life that is fulfilling and purposeful. In addition, we increase your understanding of specific habits that help support your financial and life goals. Lastly, we deal with emotional conflicts around money.
Investment News, 9/14/2019
George Kinder is listed as one of 20 people who helped shape the financial planning industry in InvestmentNews’s “50th anniversary of financial planning’“ cover story.
“George Kinder is widely viewed as the father of the life-planning movement, heralding an era in which financial advisers intertwine ideas of human emotion with financial decision-making . . . [to] help clients follow their dreams.”
By Ravi Samalad, Morningstar News, 8/20/2019
This article is a profile of RLP® Indresh Malik and how he uses life planning in his practice.
By Willem Vreeswijk, New Financial Forum, 7/15/2019
This article summarizes George’s speech at a life planning event in the Netherlands. His latest book, A Golden Civilization and the importance of meditation as they relate to life planning, were both discussed.