Certifications and memberships:
Certified Financial Planner™ practitioner
Registered Life Planner®
Financial Planning Association
National Association of Tax Professionals
National Society of Accountants
Business Name: PATH Financial Strategies, LLC
Location: Chandler, Arizona
Favorite Parts of My Own Life Plan: I was fortunate to be a member of the first graduating class of Registered Life Planners® (Spring, 2003). My Life Plan has evolved over the years in wonderful and unexpected ways. Life has a way of changing our “plans.” For instance, since my original plan, I have become a grandmother. That changes life for just about everyone who becomes a grandparent, AND, as part of the Life Planning process, I was encouraged to noodle about what that meant to me. I will be “consciously present” when I am with my grandchildren. I will appreciate each stage of their life, and listen to them with my heart. For me, this intention is my guide, and Life Planning evoked this in me.
Favorite Life Plans I Have Helped Deliver for Clients: What comes to my mind when I think about Life Planning clients is the absolute beauty that arises in each person as they speak about their deepest desires and highest ideals. I have heard from a 26-year-old paraplegic military veteran that leaving a meaningful legacy was at his core. I have witnessed a wife telling her husband that she wished she had told him more times that she loved him. I have watched clients decide that “time trumps moneymaking” and seen the creative ways that “valued time” was implemented in their Life Plan. It continues to be a rare privilege to be part of this Life Planning movement.
Life Planning is one of the greatest stories imaginable, because it is the story of more and more people every day living the life of their dreams.
Life Planning is also the surprising story of one of the least trusted and most scandalous industries, financial services, evolving a new leading edge full of truly generous-hearted advisers who place serving the life goals and interests of their clients above all else.
One of the things that people find moving about George Kinder’s new book, Life Planning for You: Design and Deliver the Life of Your Dreams, is that it is full of great stories of how Life Planning has changed lives in the best of ways. (Available in paperback ($13.85) and Kindle ($2.99). See www.LifePlanningForYou.com.)
The Profiles in Life Planning series introduces some of those extraordinary people whose own lives were changed dramatically by going through Life Planning and who in turn make it their business to help others change their lives. Their Profiles offer short excerpts from their stories in their own words.
You can see these Profiles featured on social media, or see them as they come out on Money and Meaning: The Kinder Institute of Life Planning blog page https://moneyandmeaning.wordpress.com/ as well as here.
The Profiles videos are not slick professional promotional pieces, they are home movies, real people talking to the friend or family member behind the camera as if they were talking intimately to you. This is the way Life Planning is done, person to person, as real as real can be.
There are two Profiles in Life Planning series, the “Life of My Dreams” and the “Why Do Life Planning” series. The “Life of My Dreams” Profile videos tell the story of how that individual life has been transformed by going through the Life Planning process. The “Why Do Life Planning” series talks about the process itself and the benefits it brings to the planner and the one planned.