George Kinder
George Kinder is a global thought leader, financial professional, author, mindfulness practitioner and teacher, and keynote speaker. Kinder is internationally recognized as the Father of the Life Planning Movement.[1] He is the founder of the Kinder Institute of Life Planning, which offers training in Life Planning to financial advisers, certified financial planners, chartered financial planners, life coaches, and entrepreneurs, among others. Kinder is the author of 7 books, including three about finance: The Seven Stages of Money Maturity: Understanding the Value and Spirit of Money in Your Life, Life Planning for You: How to Design and Deliver the Life of Your Dreams, and Lighting the Torch: The Kinder Method of Life Planning. He has written one book on mindfulness, Transforming Suffering into Wisdom: Mindfulness and the Art of Inner Listening, and one of poetry and photography, A Song for Hana & the Spirit of Leho'ula.[2] His latest book, A Golden Civilization and The Map of Mindfulness, applies his life planning methodology to civilization and is the only one of his books to be available on Audible, narrated by George Kinder himself.[2] Among his life planning tools, the most notable are his 3 Questions and his EVOKE method. George currently lives with his wife and two daughters in central Massachusetts and spends several months per year in London and Hawaii.
Early Life & Career
George Kinder was born the second oldest of four boys in a rural, coal-mining community in southern Ohio near West Virginia.[3] When he was 15, Kinder's parents enrolled him at Exeter Academy. He earned his undergraduate degree in English with a minor in Economics from Harvard University in 1970.[3]
After taking a few years off to pursue creative projects, Kinder became a CPA and established his firm Kinder & Co. In 1975, Kinder earned the Bronze Medal (third place) on the National Uniform Certified Public Accountant (CPA) exam in Massachusetts.[3] After working with tax clients for a few years, Kinder earned his designation of Certified Financial Planner to allow him to advise his tax clients more proactively.[4] In the 1990s, there was a general shift from the traditional investment pyramid to Modern Portfolio Theory.[5] George rose in recognition among this group.
In 1995, Kinder, with Dick Wagner and Spring Leonard, co-founded the Nazrudin Project, a think tank with an informal membership which met annually to discuss topics ranging from spirituality and archetypes, to professional boundaries, to philanthropy, to encouraging money maturity.[5] The name is derived from Mullah Nazrudin, "a semi-mythical wise fool known from stories across the Arabic world from Morocco to Afghanistan."[5] As support to members who were unable to meet for annual weekend retreats and to help with commonplace questions and advice, the Nazrudin Project established a Yahoo Group "Naznet".[5] In 2000, Kinder sold his financial planning firm to a small national group of certified financial planners, Abacus Wealth Management,[3] to pursue growing the life planning movement on a broad scale.
Attributed Work
George has trademarked 3 Questions which financial planners and life coaches can use to help their clients realize their true goals.[6]
- Imagine you have enough money to satisfy all of your needs, now and in the future. Would you change your life and, if so, how would you change it?
- This time, assume you are in your current financial situation. Your doctor tells you that you only have five to 10 years to live, but that you will feel fine up until the end. Would you change your life and, if so, how would you change it?
- Your doctor tells you that you have just one day to live. You look back at your life. What did you miss out on? Who did you not get to be? What did you fail to do?[6]
The EVOKE model, developed by Kinder, is the process by which financial planners can structure their life planning meetings with clients.[7] The model is largely grounded in therapy methods with an emphasis on deep listening and trust building with the client.[8]
- Exploration: This is an open-ended questioning session meant to place the client at the center of the professional relationship.
- Vision: In this meeting, the planner starts to pull from the client their underlying values by using the 3 Questions.
- Obstacles: Here, the planner examines external and internal obstacles to the plan.
- Knowledge: This is where the planner implements their financial expertise into action steps for achieving the life plan.
- Execution: In this stage, the planner ensures the plan succeeds.[7]
References
- ↑ "George Kinder on mindful investing". The Evidence-Based Investor. 2019-08-12. Retrieved 2020-01-10.
- ↑ 2.0 2.1 "Books — George Kinder Blog - George Kinder , Image Gallery". George Kinder. Retrieved 2020-01-17.
- ↑ 3.0 3.1 3.2 3.3 "Interview with George Kinder: A design for life". Citywire. Retrieved 2020-01-10.
- ↑ "15 transformational advisers: George Kinder". InvestmentNews. 2013-06-23. Retrieved 2020-01-10.
- ↑ 5.0 5.1 5.2 5.3 Vodra, JD, Richard (September 15, 2015). "The Nazrudin Project – Bending the Profession Since 1995". Advisor Perspectives: 1–6 – via DocPlayer.
- ↑ 6.0 6.1 Clements, Jonathan (2015-02-27). "Three Questions That Can Change Your Finances…and Your Life". WSJ. Retrieved 2020-01-10.
- ↑ 7.0 7.1 Kinder, George. "EVOKE®: A Life Planning Methodology for the Coming Revolution in Client Relationships" (PDF). Journal of Financial Planning.
- ↑ "Life Planning Is Good Financial Planning With George Kinder". 2017-04-11. Retrieved 2020-01-17.
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