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The overarching vision of the Kinder Institute is to bring Life Planning to everyone in the world by increasing the public’s knowledge about and demand for Life Planning, and by training Life Planners and helping them continue to develop their skills and practices.
Financial planner Danielle Howard joins Michael Kitces to reveal her transformative approach to client engagement and planning. She utilizes George Kinder’s 3 Life Planning questions to assess clients’ goals and align them with their values. Danielle also shares how she has shaped her practice to reflect her own values and ambitions and explains why the financial planning industry presents a unique opportunity for both personal and professional growth!
