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News Release: July 17, 2010 Financial Life Planning pioneer George Kinder will be moving from America to London for an extended stay beginning August 1, 2010. Read more

About the Kinder Institute

The Kinder Institute of Life Planning provides workshops, intensive trainings and consulting services to financial advisors worldwide. Our experienced professionals have presented to groups on four continents with a particular focus on the U.S., U.K., Europe, and South Africa. The Institute’s work has been profiled in The New York Times, The Wall Street Journal, Morningstar, TIME, Business Week, Money Magazine, the Financial Times, Financial Advisor, New York Magazine, Harvard Magazine, the LA Times and more.

We also provide ongoing support and education for the 1,000+ advisors who have trained with the Institute and adopted our client-centered Life Planning methodologies. If you would like to speak to an advisor about Life Planning, we invite you to use our searchable database. Some of our advisors have completed our entire course of study and training including an intensive 5-day advanced training and a subsequent 6-month mentorship program. These advisors earn our Registered Life Planner^® designation which signifies that they have become Life Planning experts.

The Institute founder, George Kinder CFP^®, 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 three books, most notably The Seven Stages of Money Maturity and Lighting the Torch: The Kinder Method of Life Planning.

What is Life Planning?

Life Planning focuses on the human side of financial planning. In Life Planning we discover a client’s deepest and most profound goals through a process of structured and non-judgmental inquiry. Then, using a mix of professional and advanced relationship skills, we inspire clients to pursue their aspirations, discuss and resolve obstacles, create a concrete financial plan, and provide ongoing guidance as clients accomplish their objectives.

 

“Life Planning has been the key to a wholesale change in my business, my clients, my staff, and my family that has meant both more money and more personal satisfaction."
Adam Young, Managing Director
Dragonfly Planning

“A brilliantly conceived and masterfully delivered training process that enables advisors to help their clients truly achieve their most cherished goals.”
Jeff Arsenault, CPA/PFS, CFP^®, MST, RLP^®
New Wealth Advisors

“The concept of life planning and the EVOKE^® model are perhaps the most powerful model I've ever seen for financial planning”
Lisa Kirchenbauer, CFP^®, RLP^®
Omega Wealth Management

“I’ve been in the industry for over 25 years and no training has given me more skills that I can actually use in my day-to-day interactions with clients.”
5-day Advanced graduate

“Without question this is the most profound experience an advisor can provide their client or can experience themselves. Providing financial planning services without first life planning the client can leave a gaping hole in the client’s life. To truly deliver exceptional planning, one must integrate the client’s deepest life goals with their financial goals and resources.”
William Jordan, President
The Sentinel Group Inc.
5-day Advanced graduate

“Twenty years of financial planning experience was merely the prelude…Now REAL planning will begin.”
Elizabeth Brickman CFP^®, RLP^®
Registered Life Planner

 

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Phone: 978-486-8053 ~ International callers dial: 001-978-486-8053
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