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Jennifer McKinley, MBA, RLP®
Owner, Life Planner
McKinley Life Planning & Consulting
Philadelphia, PA 19107
United States
Phone: 215-316-2180
Mobile: 845-514-7660
Email:
jennifer@jennifermckinley.comWebsite:
https://www.mckinleylifeplanning.comTraining:
Active Registered Life Planner®
more info
Training Types
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- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
In 2021, Jennifer completed coursework through the Financial Transitionist Institute and in 2025 finished the RLP training at the Kinder Institute of Life Planning. With these designations, combined with her MBA and health coaching experience, Jennifer aids individuals and couples in bridging the gap between wanting guidance with financial life planning and receiving guidance in a way that is tailored to their unique relationship with money. This includes individuals going through challenging life transitions, anticipated or unexpected, looking for a judgement-free, supportive environment to work in.
Transition and Life Planning
2018