George Kinder

Bringing life to money

The Kinder Institute of Life Planning

Bringing life to money

The Kinder Institute of Life Planning

The Kinder Institute trains and coaches financial advisors worldwide in a method we call financial Life Planning. This method is based on the premise that advisors 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.

This may sound elementary but few of us spontaneously undertake a thoughtful inquiry into our deepest and most enduring values and objectives. Traditionally financial advisors have focused on the numbers—budgeting, investments, taxes, or insurance--without exploring the broader context. They rarely ask questions like:

“If you had more time or money, what would you do?”

“What do you want to accomplish or attain so you will feel that you’ve had a life well-lived?”

“What moves, touches, or inspires you?”

George Kinder

George Kinder is Internationally recognized as the father of the Life Planning movement, the Harvard-educated Kinder is the founder of the Kinder Institute of Life Planning. He has been a practicing financial planner and tax advisor for over 30 years.

His books, The Seven Stages of Money Maturity and Lighting the Torch: The Kinder Method(TM) of Life Planning, are considered the seminal works in the burgeoning field of Life Planning. Life Planning for You, his newest publication, is an inspiring step-by-step description of how Life Planning, either as a self-help phenomenon, or as a global movement in financial services, transforms peoples lives. Filled with dramatic stories of change, it gives the reader access to the skills necessary to do Life Planning for themselves. It also contains a guide to finding financial advisers they can genuinely trust.

The Kinder Institute trainings are recognized world-wide as the standard for trainings in client-advisor relationship skills. The KI website, www.kinderinstitute.com, provides a listing for the general public of nearly 2000 trained advisors in 23 countries. There are over 300 Registered Life Planners® fully trained and certified worldwide. Kinder was recently listed in Professional Adviser's annual review as one of the 50 Most Influential People in the world of financial advice.

Ivo Valkenburg

Also view these projects