Life Planning in the News – Articles

Money Marketing – Registered Life Planner Gill Cardy explains why being a good financial planner takes more than life or financial planning experience. She asserts

BuddhistDoor Global – Father of Life Planning, George Kinder shares how meditative practice can benefit financial planners in their conversations with clients, discusses his own

Financial Planning Today – Keeping in mind the principles of EVOKE®, George Kinder shares four tips for holding Life Planning virtually. These tips are inspired

Forbes – Brian Thompson Financial wrote about George Kinder’s Three Questions in this article for Forbes about creating a profitable, mission-driven business. The tactics are

Money Marketing – Registered Life Planner® Gill Cardy says financial planners’ “priorities are changing, but our advice is important for clients,” quoting George Kinder’s letter

Kiplinger Retirement Report – A recent Kiplinger’s Retirement Report article featured life planning , following the story of a couple whose financial adviser “instead of

Financial Planning – George Kinder’s interview with Financial Planning Magazine about life planning and mindfulness speaks to how the industry’s been affected by the coronavirus

Ohana Wealth and Life Planning – Jeff Spitzmiller captures the reasons why someone should consider life planning instead of just financial planning in a blog

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