I also came to see that there was often a disconnect between people and their money. It really made no difference if clients had a lot of money or hardly any, all my clients wanted the same thing. Freedom. Freedom and peace around money. Freedom to live the life they want without money worries.
The traditional way of providing advice revolved around identifying any gaps that were present with respect to financial products and them simply selling those products to fill the gaps. I wanted to flip this model completely on it’s head by making our clients the starting point not the gaps.
So Kinder Life Planning methodology was introduced into the business and it has truly been the best decision ever made. Before we even start talking about money we really get to know our clients so that any financial planning we do is designed around what each and every client needs. The work we do now helps our clients reconnect with their money but more than anything else we help them figure out all dreams and goals and then put the financial architecture in place to make it all happen.
Everything is about you and what is important to you.
This is financial planning like you have never seen it before.
