Each of us carries within our hearts a "dream of freedom" where lives feel fulfilled and are truly worthwhile. Financial planners offer clients the most comprehensive opportunity to discover and integrate a financial life plan that in fact melds meaning with money. No other professional can help the client unveil his or her most profound dreams and values, and then articulate a financial strategy that empowers successful implementation. The book empowers planners with the processes for connecting the client's dreams of freedom with the strategies of financial planning. It provides training in the Kinder Method(TM) of life planning and a skill set that can provide a consistent and successful process with clients, leading to that moment called "lighting the torch."

About the Author

George D. Kinder, CFP, is nationally recognized as the father of the life planning movement and author of The Seven Stages of Money Maturity. Harvard-educated, he is the founder of the Kinder Institute of Life Planning and director of life planning at Abacus Wealth Partners. He has been a practicing financial planner and tax adviser for nearly 30 years. Susan E. Galvan is co-founder of the Kinder Institute of Life Planning. Throughout her career, she has worked as a professional counselor, educator, trainer, minister, and administrator. She has initiated and developed a wide range of projects and programs,with a special emphasis on emergent models in the fields of psychology, education, and human development.

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