“Human first” is the now and future of financial planning. Diana Britton crafted a comprehensive look at the pioneers and scouts that have been shaping the financial planning world, including Kinder Institute’s founder and author of The Seven Stages of Money Maturity, George D. Kinder. The WealthManagement.com article kicks off with the journey of financial life planner Cristina Livadary, CFP®, RLP®, who sought to deepen her understanding of “what money really means to clients, and why,” and found her path forward with Kinder Institute of Life Planning’s Registered Life Planner® designation curriculum. Britton shares the history of the human-first movement and how it is has become more mainstream thanks to the work of the Financial Therapy Association, Susan Bradley and Financial Transitionist Institute, the Nazrudin Project, Drs. Ted and Brad Klontz, and many more!
George Kinder’s Holistic Path to True Wealth – Advisor 3.0
November 19, 2024
