Find A Financial Life Planner
The Future of Financial Advice
The Kinder Institute is leading a revolution toward a radically client-centered approach to financial advisory services. We train advisors in a unique structured interview process that enables clients to clearly articulate their most meaningful goals in life—even those that may be closely guarded. By connecting meaning and money, advisors create the ultimate deliverable: a life plan that firmly anchors a client’s deepest aspirations in a clear financial architecture.
The result is a quantum leap in
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A Template for Deep Strategic Change 
- Training advisors in its methods for over 15 years
- Large, experienced group of trainers
- Experience in training advisors serving high-net worth as well as middle income clients
- Familiar with practice management and implementation issues involved in this shift in client focus
- Founder, George Kinder CFP®, RLP® , is the father of the Life Planning movement and the recipient of numerous awards for leadership in the financial planning industry. He is the author of The Seven Stages of Money Maturity and Lighting the Torch: The Kinder Method of Life Planning as well as dozens of articles.
- Concepts and trainings have been refined over many years based on feedback from thousands of participants.
- A series of trainings allowing advisors to gradually deepen their knowledge and ability.
- Only organization with Life Planning training leading to a professional designation – the Registered Life Planner®.
- Ongoing post-training support including monthly “Town Hall” conference calls, quarterly newsletters, webinars, Mastery workshops, and an annual Life Planning conference.
Keynote Addresses – presentations for large gatherings on topics such as:
- Life Planning and the Future of Financial Planning
- Creating Client-Centric Organizations
- How to Cope with the Coming Changes in Financial Regulation
- From the Ashes--Why Financial Advice is Broken and How to Fix It.
Public and Custom Webinars
Introductory or topical one-hour on-line presentations about Life Planning and its applications. For interested managers, advisors, and support staff.
Custom Programs
Do you have specific training requirements or need a major change in strategic direction? We have the resources to design custom programs and create profound change in your organization—even on multiple continents.
The Registered Life Planner® Curriculum
- 2-day introductory Seven Stages of Money Maturity® workshop
- 5-day Advanced Training – the EVOKE® methodology for client engagement
- 6-month online group case-study Mentorship
Our Life Planning curriculum is a comprehensive set of programs that gradually introduce advisors to the key skills needed to build trust with clients by listening carefully and responding appropriately to their expressed needs. Graduates of the curriculum earn the Registered Life Planner® designation—an internationally recognized symbol of Life Planning proficiency and the only such designation in the field.
Our approach to Life Planning, refined over 15 years, has demonstrated that Life Planning skills are indeed trainable but that the training regimen must be highly experiential to give financial advisors the confidence to shift long-held practice habits.
Financial professionals are naturally more comfortable in the role of subject experts on taxation, investment management, estate planning and the like. Effective Life Planning however requires a willingness to engage a client at an emotional level. What is more emotional after all than death, divorce, the transition from work to retirement, or the contemplation of legacy? Such engagement requires relationship skills that must be seen and practiced in a live format.