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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 to life planners at the start of stay at home orders in an article for Money Marketing. Credit: Gill Cardy

Kiplinger Retirement Report – A recent Kiplinger’s Retirement Report article featured life planning , following the story of a couple whose financial adviser “instead of just reviewing their investments and budget, asked more wide-ranging questions about the couple’s values and beliefs, and whether their financial goals reflected them.” Credit: Mary Kane

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 and how developing their mindfulness skills to help them listen empathetically to their clients is the best thing advisors can do during this crisis. Credit: Ann Marsh

Ohana Wealth and Life Planning – Jeff Spitzmiller captures the reasons why someone should consider life planning instead of just financial planning in a blog for his firm, Ohana Life Planning, based on his recent experience at a Kinder Institute of Life Planning EVOKE® Life Planning Training in Hana, HI. Credit: Jeff Spitzmiller

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 made her think of how she will frame her role as a financial planner moving forward. She captures well the role of the life planner and the importance of deep listening. Credit: Meg Bartelt

PFS POWER – Amyr Rocha-Lima discusses why financial planning is not just to help clients accumulate resources but to help them as their coach and cheerleader as another life stage begins in this blog article for PFS POWER. He shares how his training as a Registered Life Planner® helps him connect more deeply with his clients. Credit: Amyr Rocha Lima

Forbes – Brian Thompson, shares his experiece of a Kinder Institute 2-Day Seven Stages of Money Maturity® Training, explains how a life planner “puts your interests first and focuses on increasing your sense of financial well-being. So, we help you do things like clarify your values, goals and dreams. We then use that vision to help design a life that is fulfilling and purposeful. In addition, we increase your understanding of specific habits that help support your financial and life goals. Lastly, we deal with emotional conflicts around money. Credit: Brian Thompson

– Frank and Frankie Corrado, both Registered Life Planner® designees, share their approach to financial life planning and how it is different from traditional financial advising models. “We coach clients on how to move forward with their lives, how to set and achieve goals, and how to overcome obstacles that may be blocking them from reaching their full potential. Credit: Frank Corrado & Frankie Corrado

ThinkAdvisor – This ThinkAdvisor article profiles Registered Life® Planner Jeanne Smith and how she uses her training as a Geriatric Nurse Practitioner and as a life planner to help her clients through major transitional stages as they age. Credit: James L. Green

MorningStar India – This Morningstar India article profiles Registered Life Planner® Indresh Malik and what Life Planning means to him. Credit: Ravi Samalad