Description: Life planning puts people, not products, at the center of financial analysis and advice, helping clients unlock the greatest meaning in their lives.
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Become a better advisor with life planning. Develop expertise in Kinder Institute’s structured interview process and the relationship-based listening skills that help clients uncover their most fulfilling aspirations so financial strategies can most efficiently support the lives they long to live.
Financial Life Planning Training Life planning focuses on the human side of financial planning. It puts people, not products, at the center of analysis and advice, helping clients meet unique goals and unlock the greatest meaning in their lives.
Helmstar | Boise Financial Planning