Imagine a financial plan that doesn’t just tally your wealth but aligns with your deepest values.
Abbey Henderson welcomes George Kinder, a pioneer in the life planning movement, who reveals how focusing on clients' core values and aspirations builds genuinely meaningful relationships—far beyond the numbers.
George introduces his Three Questions Exercise, a powerful tool that invites individuals to envision life with unlimited resources, limited time, and only 24 hours left. This introspective process aligns financial strategies with true life goals, helping people achieve fulfillment faster.
Key Highlights:
- Discover the power of life planning as a transformational approach to financial advisory work
- Experience George Kinder’s Three Questions Exercise to uncover clients' true desires and life goals
- Learn how life planning accelerates clients’ achievements and eliminates regrets
- Explore The Three Domains of Freedom—personal freedom, purposeful life planning, and societal responsibility
- Understand George’s advocacy for fiduciary standards prioritizing truth, democracy, and environmental care across sectors
- Get insights into future initiatives promoting a global “fiduciary society” through conferences and collaborations
- And much more!
Resources:
Connect with Abbey Henderson:
- LinkedIn: Abbey Henderson
- Abbey@AbarisFinancialGroup.com
- Website: Abaris Financial Group
- Facebook: Abaris Financial Group
- Facebook: Abbey Henderson: Trusted Financial Advisor & Coach
- Instagram: @trustedadvisor_coach
- LinkedIn: Abaris Financial Group
- X (Twitter): Abaris Financial Group
Connect with George Kinder:
About Our Guest:
George Kinder, the Father of the Life Planning movement, has transformed financial advice for over 35 years. A Harvard graduate, he founded the Kinder Institute of Life Planning and has trained thousands of professionals worldwide in client-centered financial planning.
Author of seven books, including The Seven Stages of Money Maturity, Kinder blends mindfulness and finance, emphasizing freedom and personal growth. His recent work, Reflections on Spectacle Pond, offers weekly meditative insights and is available via Substack.
Recognized for his impact, Kinder has received numerous industry awards and is a dynamic speaker, presenting globally at major institutions. He splits his time between Massachusetts, London, and Hana, Hawaii, continuing his mission to integrate mindfulness into financial life planning.
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