Financial Life Planning


Financial Life Planning

For the past decade, Life Planning has been the most dynamic movement in the Financial Planning profession. The Kinder Institute has been at the forefront of that movement. Life planning shifts the focus in finance from sales to service, by creating a trusting advisory relationship where the focus is on the person rather than their money. Rather than focus on “financial goals,” the focus turns to the most meaningful - even profound - goals of a person’s life. Phil Dyer is a member of the Kinder Institute and has completed the requirements to receive the Registered Life Planner™ designation. Learn more at
www.kinderinstitute.com.

 


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