What is Life Planning?
Life Planning focuses on the human side of financial planning. In Life Planning we discover a client’s deepest and most profound goals through a mindfulness-based process of structured and non-judgmental inquiry. Then, using a mix of professional and advanced relationship skills, we inspire clients to pursue their aspirations, discuss and resolve obstacles, create a concrete financial plan, and provide ongoing guidance as clients accomplish their objectives.
Kinder Institute of Life Planning
Kinder Institute of Life Planning provides workshops, intensive trainings and consulting services to financial advisors worldwide. Our experienced professionals have presented to groups on four continents with a particular focus on the U.S., U.K., Europe, and South Africa. The Institute’s work has been profiled in The New York Times, The Wall Street Journal, Morningstar, TIME, Business Week, Money Magazine, the Financial Times, Financial Advisor, New York Magazine, Harvard Magazine, the LA Times and more.
We also provide ongoing support and education for the 3,500+ advisors and financial coaches who have trained with the Institute and adopted our client-centered Life Planning methodologies. If you would like to speak to an advisor about Life Planning, we invite you to use our searchable database. Some of our advisors have completed our entire course of study and training including an intensive EVOKE® advanced training and a subsequent 6-month mentorship program. These advisors earn our Registered Life Planner® designation which signifies that they have become Life Planning experts.
The Institute founder, George Kinder CFP®, is the father of the Life Planning movement and the recipient of numerous awards for leadership in the financial planning industry. He is the author of six books, most notably The Seven Stages of Money Maturity, Lighting the Torch: The Kinder Method of Life Planning, Life Planning for You, and Transforming Suffering into Wisdom: Mindfulness and the art of Inner Listening.