Life Planning In The News

Ohana Wealth and Life Planning – Jeff Spitzmiller captures the reasons why someone should consider life planning instead of just financial planning in a blog for his firm, Ohana Life Planning, based on his recent experience at a Kinder Institute of Life Planning EVOKE® Life Planning Training in Hana, HI. Credit: Jeff Spitzmiller

Flow Financial Planning – Meg Bartelt shares a personal story of her experience at the 5-Day EVOKE® Residential Training in Hana and how it has made her think of how she will frame her role as a financial planner moving forward. She captures well the role of the life planner and the importance of deep listening. Credit: Meg Bartelt

PFS POWER – Amyr Rocha-Lima discusses why financial planning is not just to help clients accumulate resources but to help them as their coach and cheerleader as another life stage begins in this blog article for PFS POWER. He shares how his training as a Registered Life Planner® helps him connect more deeply with his clients. Credit: Amyr Rocha Lima

Forbes – Brian Thompson, shares his experiece of a Kinder Institute 2-Day Seven Stages of Money Maturity® Training, explains how a life planner “puts your interests first and focuses on increasing your sense of financial well-being. So, we help you do things like clarify your values, goals and dreams. We then use that vision to help design a life that is fulfilling and purposeful. In addition, we increase your understanding of specific habits that help support your financial and life goals. Lastly, we deal with emotional conflicts around money. Credit: Brian Thompson

– Frank and Frankie Corrado, both Registered Life Planner® designees, share their approach to financial life planning and how it is different from traditional financial advising models. “We coach clients on how to move forward with their lives, how to set and achieve goals, and how to overcome obstacles that may be blocking them from reaching their full potential. Credit: Frank Corrado & Frankie Corrado