Money & Meaning

Joan Sharp of River Family Associates shares how she overcame her own money messages and used her varied education and work experience as a springboard to live her own life plan: working philanthropically with non-profits she believes in and delivering her clients’ dreams

In this blog post, “What does ‘Financial Freedom’ mean to you?” Rahul shares his understanding of financial freedom and how he uses this question to guide his interaction with his clients.

Registered Life Planner® Michael Bibb put aside his excuses and found the time to train and complete the Marathon Des Sable, running 6 marathons in seven days through the Sahara. He credits the EVOKE® Life Planning Training and George Kinder’s encouragement to live your most fulfilled life among other creative inspirations in this blog post about finally commiting to something that you have talked yourself out of because it seemed impossible.

“Financial Life Guidance” finds an expanded audience through a recent merger between Life Planning Firm Blue Blaze and their merger with Robertson Stephens. In this blog post, Registered Life Planner Frankie Corrado discusses his and his co-founder and father, Registered Life Planner Frank Corrado’s decision to merge with a larger firm and how considering the broader client base that would be exposed to Life Planning factored into their decision.

Registered Life Planner® Morgan Ranstrom shares how attending The Seven Stages of Money Maturity® and EVOKE® Life Planning Trainings changed his life both professionally and personally, encouraging him to confront areas of his life that were not in line with how he most wanted to live it. When he met George Kinder at an event, he shared some important perspective about one last dream that Morgan had yet to fulfill. Read this blog post to find out what it was!

Life Planning can have a lasting impact on your clients and being a financial planner, you get to see the effects of that impact every day. But have you ever considered how living your own Life Plan can help the world around you? In this blog post, Adam Wells shares the Fourth Question that he likes to bring up in client meetings and a story from his Camino pilgramage many years ago.

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 how to celebrate the anniversary of their EVOKE® training meeting, she found it incredibly insightful to get re-Life Planned and how Mentorship Trainer Ed Jacobson contibuted to their exercise.

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 post, Randy Gardner shares a client story where he helped his client through a difficult time by taking him through The Three Questions exercises and delivering him a torch that energized and motivated him to continue on his journey.

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 decided to make Life Planning a part of his process.

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: