Money & Meaning

In this I’m a Registered Life Planner video, Alpha Advisor’s Sarah Byrd & Kinder Institute’s Lora Woodward discuss what originally attracted Sarah to EVOKE® and KI’s programs and how they have influenced the way the team at Alpha Advisors interacts with their clients. She shares the personal impact that Life Planning has had on her own life and what is next in her own Life Planning journey. Watch the whole interview in this blog post.

Kris Amliwala, ChFP, RLP® shares what originally attracted him to Kinder Institute’s training programs and how they affected his personal and professional life in our latest blog series: “I’m a Registered Life Planner®”. Hear how Kris integrated EVOKE® into his practice and what’s next in his own Life Planning journey.

Scott has revolutionized his practice since earning his Registered Life Planner® designation in 2018. As the founder of Stone Steps Financial, he is passionate about

Thom has been a Registered Life Planner® since 2008. As the founder of Thomorrow Life Planning, based in the Netherlands, Thom helps his clients find

Mary has been part of the Life Planning movement since its early days. As the owner of PATH Financial Strategies, based in Arizona, USA, she

In this month’s blog post, Spencer Sherman shares a personal story about a courageous money conversation that he had in an effort to mend a fracture in his family from the previous generation’s failure to do so over forty years previously. Spencer’s understanding of money maturity and his background in mindfulness practice inform his advice on when and how to have courageous money conversations.

Trèske Heere, RLP® shares the founding story of her new nonprofit company, De Dreamfabryk, which will give people of different financial backgrounds the benefit of being Life Planned.

Ariadne Horstman, founder and financial planner at Appreciate Finance, shares her experience of her training to be a Registered Life Planner, beginning with an experience she will never forget, an EVOKE Life Planning Training led by George Kinder and Louis Vollebregt at George’s home in Hana, Maui!

Donna Rasile, a Registered Life Planner at FinTrust Capital Advisors, shares her life planning journey, which started with a realization that as an investment advisor, there was room for both a love of numbers, the more technical side of financial planning, and a desire to help people, the service-oriented side of financial planning. Donna’s training at the Kinder Institute of Life Planning taught her how to help clients live their life plan by helping herself do the same first.

Scott Malcolm, CFP®, SSA, RLP®, shares how he answers this age-old question, first as a new graduate, once again right before starting his own practice, Money Mechanics, and now, with an established personal and professional standing. His journey and how life planning has influenced him throughout it, is surely something that many business-owners can relate to!