Money & Meaning

Ian Bloom, Founder and Financial Life Planner at Open World Financial Planning based in Raleigh, NC, shares his life planning journey.

Shannon Blackmon, CFP® with Thomas Doll in Walnut Creek, CA, shares her life planning journey.

A wonderful human being has passed. Ivo Valkenburg (1966) was a man full of love, which he gave so much of to others.

Rahul Agarwal, Founder and Principal Adviser of Advent Financial in Mumbai, India, shares his life planning journey.

Monique Wientjes, Founder of Wientjes Advies, financial life planning, in Voorst, Netherlands, shares her life planning journey.

Frank Stolarz, RLP®, Founder of The Karma Barn Yoga Studio & Perfect Day Strategies Life Planning, shares his life planning journey.

Diana Yáñez, MA, CFP®, RLP®, Founder and Financial Empowerment Coach of All the Colors based in Mexico and Elliott Appel, CFP®, CLU®, RLP®, Financial Planner and Founder of Kindness Financial Planning, LLC, share their life planning journeys.

Hugoline van Hoorn, RLP® founded Huug! Financial Life Planning in 2018 after 20 years as a banker. Prior to a career in finance, Hugoline spent 10 years as a professional squash player. She is 52 years old and lives in Eindhoven with her wife and dog. In this interview with Kinder Institute’s Communications Director Lora Woodward, Hugoline shares how Life Planning has impacted her life, both personally and professionally.

Nearly thirty years in the making, Reflections on Spectacle Pond, is the culmination of George Kinder’s personal life plan where he has defined his life of greatest meaning to be composed of three elements—to live in the weather, to live a deeply spiritual life, and to craft illuminated manuscripts. In this interview with Kinder Institute’s Communications Director, Lora Woodward, George shares how he dedicated time to realizing his Third Question and what it means to share his artistic work with the world.

Jos Drees was the first Registered Life Planner® in Belgium, and actually was present at the first EVOKE® Life Planning training held in the UK back in 2008. Jos shares how he got into Life Planning and why he was so attracted to the skills back when he was entering the second phase of his career. In his conversation with Kinder Institute’s Communications Director, Lora Woodward, Jos discusses a variety of topics, including how Life Planning is different than traditional financial advice and why he loves taking the most Life Planning Mastery (and Mastery Shorts) out of anyone in the world!