As a wealth management firm, you might not need a full-time life planner on the team (eventually, you will), but you have a few clients who would benefit from going through the life planning process.

And that’s where I come in.

As your outsource 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.

Once the life plan has been created, which is the E, V, and O meetings in the EVOKE process, my work is done, I exit the relationship, and you take over the planning work as it becomes time to redesign the financial plan.

You are and always will be your client’s financial advisor.

I’m just here as a guide for your clients to help them get to know their Selves better, explore the life they want to live, help them create a vision of this life, and overcome the non-financial obstacles that might stand in the way. You get to be the hero who helps them align their finances with this new life and bring it to reality.