Find A Financial Life Planner
March 21 2012 Financial Planning Template: The One Thing You Must Know |
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March 21 2012 Finding the key to your dream lifestyle Considering just three hypothetical questions can help you formulate a solid financial plan, according to George Kinder, author of The Seven Stages of Money Maturity and founder of the financial life-planning movement. Focusing on your life’s calling, rather than just maximizing your wealth, is part of what this type of financial planning is all about. Or, as one blogger puts it, life planning is “the point where your money and your happiness intersect.” Read more |
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January 31 2012 IFAs plan legal aid-style financial advice service Former New Model Adviser® cover stars, including Adam Young, Nigel Barker-Smith and Bruce Wilson, have teamed up to develop a financial advice equivalent to legal aid. The charity-funded scheme, set for launch in 2013, will give one-to-one life planning sessions to consumers who otherwise could not afford it. The project has been developed by the Life Planning Foundation, which was formed from life planning venture Project Eve. The Foundation is due to receive approval from the Charity Commission in the next fortnight. Read more |
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February 1 2012 Global Life Planning Conference 2012 report An audio report on the Global Life Planning Conference held in London 26-27 Jan 12 |
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January 31 2012 Life planning: Born in the USA, but taking root in the UK Having visited the second UK life planning conference organized by the Kinder Institute, it is clear that, whatever you think of the movement, it's becoming stronger. Read more |
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September 09 2011 Adviser quits private client bank for life planning Former private banker Michael Fairweather has established his own life planning firm, Real Life Financial Planning. Read More |
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August 12 2011 Rotherham adviser remodels as life planner after Kinder courseRotherham-based adviser Kevin Chalk plans to remodel Provest Financial Management as a life planning business after studying with George Kinder. Chalk attended Kinder’s life planning course in June and hopes to become a registered life planner next year. He said he had tried life planning with Bill Bachrach and Maria Nemeth, but had found a new direction for his firm with the Kinder method. Read More |
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July 26 2011 The Kinder Institute of Life Planning has announced that Matthew Walne, founder of Santorini Financial Planning Ltd, based in Leicestershire, has earned the prestigious Registered Life Planner ("RLP®) designation. Earning this dedication requires a strong commitment to the financial planning profession, completion of a five-day residential training program, and a six-month practicum involving peer review with mentor coaching and supervision. Read More |
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July 7 2011 Tracey Evans, associate partner at Ashley Law Crawley Independent IFAs, has become a registered life planner after an 18-month period of intensive study. Read More |
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July 5 2011 Work:Life UK: Let's talk money Managing personal finances can be time-consuming and a source of worry. One of the key findings of a recent ICM survey of 5,000 UK workers, commissioned by the Guardian on behalf of income protection provider Unum, reveals that almost half would welcome financial advice from their employer Read More |
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June 2011 De ontbrekende schakel tussen geld en gevoel zeker van je zaak
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June 30 2011 Project Eve rebrands as The Life Planning Foundation
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May 26 2011 Moneyology: a 100-week ‘journey’ to life planning
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