A full scale Life Planning engagement uses the Kinder method of Life Planning. While appropriate and beneficial for everyone, it is most beneficial for those who may feel unhappy on their present life course, feel blocked, in transition, or who want to explore an entirely different path for their lives.

Life Planning is not therapy. It does not look back, and only looks ahead — and it does so with exquisite elegance. As a Registered Life Planner^®, personally trained by the renowned George Kinder,  I am prepared to assist a client with this meticulously defined professional process.

Life Planning includes a series of five meetings of approximately ninety-minutes each, based on the Kinder EVOKE^® method.

Meeting 1 – EXPLORE

We explore the lost and buried dreams of your youth, and uncover new dreams for your life that you dared not consider. We turn assumptions upside down and take a fresh look at everything you long for.

Meeting 2 – VISION

From the ashes of old dreams uncover in our previous meeting, we dare to design together a whole new vision for your life; often a divergent path from what was before. With new-found clarity and insight, we allow space to create a whole new destiny for your life. We “light the torch” of your new dream. I will hold that torch for you from that point on.

Meeting 3 – OBSTACLES

We put “all the cards on the table”, and fearlessly acknowledge that which would otherwise stop you. What is the hold-back? Money? Time? Courage? Together, we match mountainous obstacles with inspired solutions. With commitment and creativity, it is astonishing how the growling bear of defeat seems to shrink very small.

Meeting 4 – KNOWLEDGE

Here is where we merge into the foundation of traditional financial planning —with a whole new outlook and financial plan for your life.

Meeting 5 – EXECUTION

In this meeting, you launch your new plan, the beginning of your new and inspired life, armed with a written Financial and Life Plan that will remind you on every page that “all things are possible”.