The Tony Steuer Podcast – Founder of Kindness Financial Planning, Elliott Appel, CFP®, CLU®, RLP®, speaks with podcast host Tony Steuer, CLU, LA, CPFFE about how he is a “big fan of life planning” and the way it places a client’s life at the center of the financial planning process. “We don’t live in spreadsheets,” Elliott tells Tony and goes on to credit the Kinder Institute with training him in the skills and methodology to start with the person before getting into the finances.
Hear more about Elliott’s journey with life planning at https://tonysteuer.com/the-tony-steuer-podcast-with-elliott-appel-creating-your-ideal-life/.
