excited risk taking
Yesterday, I spent the day glued to my computer for the first two days of the Kinder Seven Stages of Money Maturity class—the final class before I can add Registered Life Planner® to my credentials.
This class is usually the first class people take when they enter the Registered Life Planner program, but since my initial plan was just to do the EVOKE training class (last year) and not pursue the designation, I skipped Seven Stages of Money Maturity. I’d read the book years ago and thought I was most interested in just the experience of EVOKE, but after the second day of EVOKE, I knew I was all in on the RLP® designation.
In class yesterday, multiple financial advisors shared that they were in the process of starting their own firms. While I didn’t get to talk to each of them, I felt nothing but excitement about the risks they were taking and the challenges in building a company.
I’m willing to bet their excitement for their new endeavor was tied to an understanding that they are moving in the right direction—they are pursuing their authentic life, which happens to include launching their own firm to serve clients in a way that is authentic to them.
Starting a business, or taking any risk for that matter, is scary for many people—it’s met with fear, doubt, second-guessing, and uncertainty. But not for these advisors; I’m sure some of the emotions were and maybe are still present to some extent, but they are overshadowed by the confidence and faith in living/pursuing your authentic life.
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.
