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The overarching vision of the Kinder Institute is to bring Life Planning to everyone in the world by increasing the public’s knowledge about and demand for Life Planning, and by training Life Planners and helping them continue to develop their skills and practices.
Elliot Dole CFP®, EA, AEP®, CExP, CAP, has recently started to turn away prospective clients if they aren’t interested in charitable giving.
“I’m not looking to help Tom and Nancy buy their fourth home and new yacht.”
