Making Dreams for Retirement Come True

Published April 12, 2017

by Michael Fairweather

George Kinder’s approach to life planning is based on the premise that advisers should first discover a client’s most essential goals in life before formulating a financial plan, so a client’s finances fully support those goals. We call it life planning because what’s really important isn’t the client’s money, but their life.

Here’s a real life example of life planning in action below.

Click here to read an article published April 12, 2017