Affiliations
Although our firm has several affiliations, we are foremost an Independent Financial Planning firm. Our affiliations are specifically to improve our knowledge so we can serve our clients better; we receive continued education and keep our designations. We are Fee-Only and don’t receive any commissions, referrals fees or other payments from anyone else.
Sudden change in your financial situation can be a life-altering event. Some of these events are planned for, such as retirement, the sale of a business or an anticipated inheritance. Other types of events many come out of the blue – like winning the lottery, divorce or the death of a spouse.
When Money Changes, Life Changes and When Life Changes, Money Changes. (Susan Bradley)
Whatever the reason for the event, some joyous and others deeply regrettable, you are faced with a major change in your life. Successfully managing these financial transitions is more challenging and complex than you may have realized. It’s not just a matter of managing the financial situation – It’s managing the change. As Certified Financial Transitionists™ we are trained by the Sudden Money® Institute to help individuals navigate through the difficult period of change and create the new life integrating the financial and the personal side. Learn more at www.suddenmoney.com.
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.
“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?”
We call it Life Planning because what’s really important isn’t your money, it’s your life.
The Certified Financial Planner Board of Standards is a professional regulatory organization. Individuals who meet rigorous certification requirements are certified by CFP Board to use its certification trademark. To receive the designation candidates must have completed the educational requirements, passed the rigorous 10-hour CFP® exam and have 3 years of financial planning experience. Then you have to fulfill the Continuing Education requirements.
Why Choose a CFP® Professional
Most people think all financial planners are “certified,” but this isn’t true. Just about anyone can use the title “financial planner.” The Certified Financial Planner Board of Standards is a professional regulatory organization, that benefits the public by independently certifying financial planners. To receive the designation candidates must have completed the educational requirements, passed the rigorous 10-hour CFP® exam and have 3 years of financial planning experience. Then you have to fulfill the Continuing Education requirements. As part of their certification, CFP® professionals commit to high ethical standards.
Formed in 2020, the Global Financial Planning Institute exists to provide education, community, tools/resources and ongoing research for financial planners, wealth managers, private bankers, CPA/accountants, and other advanced financial professionals working with international and cross-border clients in the US and Americans abroad.
