be of service

How can you be of the greatest service to others?

What skills do you have that others need?
What passions do you have that can help others?
What unique gifts and talents do you possess that allow you to do something no one else can do like you?

The path to your authentic Self and life will include serving others in a way that brings you enjoyment, a sense of purpose, and improves the lives of others.

Find the intersection of service and passion and go down that path!

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See you tomorrow and keep pursuing,

JC

🦅 A few ways I might be able to help you live your authentic life:

📝 LifeDesign+ LifeDesign+ is rooted in the Kinder Institute of Life Planning’s EVOKE process, which is a five-step process to help discover what your authentic life looks like and begin to design a plan to bring that life to reality. It continues to incorporate the alignment of your spirit, mind, body, and money to ensure you evolve with your authentic life, as the authentic life is not a destination, it’s an evolution.

📈 LifeDesign+ for financial advisors LifeDesign+ for financial advisors mirrors the LifeDesign+ relationship, including the focus on the alignment of spirit, mind, and body, with an important distinction—once the plan for your authentic life has been designed, we shift our focus to integrating your new plan with your practice.

🤝 Outsourced life planning As your outsourced life planner, you bring me in to take your client through the Kinder Institute of Life Planning’s EVOKE process to help them better understand who they are, what they want their life to look like, and create a vision of this life for you to execute on the financial plan. Since you are their financial advisor, you will be a part of each of the meetings, so you understand the “why” behind your client’s new plan.