The Kinder Institute of Life Planning is a training organization offering workshops and intensive trainings to financial professionals worldwide. Our experienced trainers have presented to groups on four continents with a particular focus on the U.S., U.K., Europe, and South Africa. The Institute’s work has been profiled in The Wall Street Journal, TIME, Business Week, Money Magazine, the Financial Times, New York Magazine, the LA Times and more. Founder George Kinder CFP® is the father of the Life Planning movement and the recipient of numerous awards for leadership in the financial planning industry. He is the author of three books, most notably The Seven Stages of Money Maturity and Lighting the Torch: The Kinder Method of Life Planning. Life planning is the art or human side of financial planning. In life planning we discover a client’s deepest and most profound goals through a process of structured inquiry. Then, using a mix of professional and relationship skills, we resolve the obstacles to these goals, create a plan, and guide the client to the accomplishment of these goals in the most effective way possible. Through the life planning process, advisors create tremendous trust and goodwill with their clients leading to § Greater understanding of and compliance with plan objectives § Higher percentages of assets under management § Lower client turnover § Higher referral rates § Greater advisor satisfaction
View Top Employees from Kinder Institute of Life PlanningWebsite | http://www.kinderinstitute.com |
Revenue | $8 million |
Employees | 22 (13 on RocketReach) |
Founded | 2002 |
Address | PO Box 1350, Littleton, Colorado 01460, US |
Phone | (978) 392-1555 |
Technologies |
JavaScript,
HTML,
PHP
+24 more
(view full list)
|
Industry | Financial Services, Education General, Leaders in training financial professionals in client communicat, Education |
Web Rank | 10 Million |
Keywords | The Kinder Institute, George Kinder, 3 Questions Kinder Institute, Rlp® Registered Life Planner Kinder Institute Of Life Planning, What Is Life Planning |
Competitors | Citizens UK, Crisis & Trauma Resource Institute (CTRI), New Hampshire Dance Institute, Orr Group, ROI Institute, Inc |
SIC | SIC Code 82 Companies, SIC Code 829 Companies |
NAICS | NAICS Code 61 Companies, NAICS Code 61143 Companies, NAICS Code 611430 Companies, NAICS Code 6114 Companies, NAICS Code 611 Companies |
Looking for a particular Kinder Institute of Life Planning employee's phone or email?
The Kinder Institute of Life Planning annual revenue was $8 million in 2024.
George Kinder is the Founder and President of Kinder Institute of Life Planning.
13 people are employed at Kinder Institute of Life Planning.
Kinder Institute of Life Planning is based in Littleton, Colorado.
The NAICS codes for Kinder Institute of Life Planning are [61, 61143, 611430, 6114, 611].
The SIC codes for Kinder Institute of Life Planning are [82, 829].