Pictured above: Matthew Walne
The Kinder Institute of Life Planning has announced that Matthew
Walne, founder of Santorini Financial Planning Ltd, based in
Leicestershire, has earned the prestigious Registered Life Planner
("RLP®) designation. Earning this dedication requires a strong
commitment to the financial planning profession, completion of a
five-day residential training program, and a six-month practicum
involving peer review with mentor coaching and supervision.
The Kinder Institute's mission is to teach planners and advisers
the relationship skills and methodology of Life Planning. Life
planning is the human side of financial planning. Life planning
seeks to discover the deepest and most profound goals of a client
through a process of listening and inquiry. Then, using a mix of
professional and relationship skills the experienced life planner,
along with the client, resolves obstacles to the client's goals,
creates a plan, and guides the client to the accomplishment of
their goals.
George Kinder is the founder of the Life Planning movement, a
visionary concept that seeks to find ways to help people discover
and understand their core life values. Values - not just
dollars - must be the true focus of financial planning. Mr. Kinder
was named in 2005 as one of the 25 Most Important People in
Financial Planning.
Matthew Walne, who has established a reputation as both a
competent and caring planner, believes that people often are afraid
to walk alone into the future. He says, "Life Planners stand
beside their clients, and provide guidance and support where and
when it is most needed. As Life Planners we genuinely care about
the human being beside us and give people awareness and permission
to live life to the fullest."
Although the concept of the life planning is becoming popular in
the media these days, Matthew cautions that most advisers who use
the term life planning are only using it as a sales tool. It
is critically important to find someone who has the proper
education and training because you are dealing with people's
emotions and dreams. That can be a dangerous combination in
unskilled hands.
Santorini Financial Planning Ltd, established in 2011, is an
independent Financial Adviser specialising in financial life
planning and fee-based wealth management.