Money & Meaning Blog

After spending a week together for the EVOKE® Life Planning training, Miriam Whiteley shares how she and two other EVOKE® graduates and fellow Registered Life Planners have stayed in touch and have held eachother accountable more than a year out from their initial life planning sessions in Hana, HI. In this blog post, Miriam shares

Sometimes in a client meeting, you might be faced with a client who is navigating some difficult emotions. Being a Registered Life Planner, you are equipped to enter that conversation with empathy and the tools to help take your client out of their despair and help them forward on their hero’s journey. In this blog

Sidney Divine’s outlook on financial planning changed dramatically from the moment he learned about Life Planning. In this blog post, Sidney shares how taking Kinder Institute’s trainings, experiencing being Life Planned himself, and becoming a Registered Life Planner® have led him to client successes that he wouldn’t have been able to encourage had he not

Before it StartedCasting my mind back to how I was before I started my journey, here’s how I must have seemed to those I encountered: I was what could be described as a stereotypical financial adviser–not quite The Wolf of Wall Street, but certainly very egotistical and self-important. Add to this I was overweight, hadn’t

Dragonfly operates from Beckenham, just outside of South London. The company started trading in 1984, and I joined in 1988 from Barclays Bank. We operate a boutique financial planning office, operating on the principles of a Family Wealth Office, with a clear service difference: integrating Life Planning techniques into everything we do. In essence our

Jeremy Deedes is the owner of Planning for Life Ltd, based in Helmsley, North Yorkshire, UK. He has worked in financial services for most of his life and employs 2 core administrators and 3 paraplanners/researchers on a contract basis. Q: What would you like to say about how life planning has made changes in your

Omega Wealth Management, LLC is based in Arlington, VA just outside Washington, DC. Lisa has been in the industry since 1985, and had her own business since 1999. The firm has been independent since 2004. Her specialty is early affluence and sudden wealth. In addition to being a Registered Life Planner® through the Kinder Institute,

Louis Vollebregt’s company is located in EDE in the Netherlands. He has worked there for more than four years together with his wife Anita and has an extensive network of free-lancers to assist him whenever necessary. There is a lot of information (in English) on his website www.meansinprogress.co.uk. The most important thing Louis does in giving

Q: How did you get involved in financial Life Planning? A: A number of years ago while I was working at the insurance company MetLife as a traditional financial planner, I had a great couple as clients. They had worked very hard their whole life for a secure retirement, which was now just 6 months