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Life Planning for You: How to Design & Deliver the Life of Your Dreams - US Edition

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This do-it-yourself book is life-changing and fun. It is also authoritative, written by award-winning global financial thought leader, George Kinder, with former New York Times personal finance columnist, Mary Rowland. The book will inspire you with stories of how people have made the changes they needed in order to live the life of their dreams. Now you can do it, too. In Life Planning for You the founder of Life Planning, George Kinder, puts in your hands this proven technique that can help you design and deliver your own dream life. About Life Planning for You "A triumph! Destined to become one of the most influential books of our time. I found it fascinating, refreshing, educational, practical and uplifting. Kinder's self-help exercises, his case studies, stories and five visions of Life Planning are always inspiring, often deeply moving. He and Mary Rowland provide an exceptional guide to how to find a financial adviser you can trust including a history of the fiduciary movement. In the clarity of his descriptions of Life Planning, he has defined the standard of care against which banks and financial services companies will come to be measured as we move in finance from what he calls a century of sales to an era, global in reach, of empowerment for consumers, delivering freedom. This book is Kinder's masterpiece." Steve Conley, former Head of Investments for HSBC and former Chair of Bancassurance Steering Group of British Bankers' Association Life Planning for You introduces you to Kinder's famous 3 Questions and his EVOKE(R) Life Planning process. The book has a free companion website that leads you step by step through the process, www.LifePlanningForYou.com. If you would like someone to guide you, the book and website will lead you to a directory of Life Planners trained to help you identify your deeply held goals and develop a Life Plan with the financial architecture to fulfill it. The book and website also introduce you to BERT, the Back of the Envelope Retirement Tool, a simple, easy to use retirement calculator that, with just a few minutes' work, can help you estimate how soon you can retire. The EVOKE(R) Life Planning process has been refined over decades and used successfully by hundreds of Life Planners in 25 countries to change countless lives for the better. All that collective wisdom is yours in this book.

238 pages, Paperback

First published May 30, 2014

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About the author

George Kinder

16 books13 followers
Harvard-educated George Kinder revolutionized financial advice for over 30 years by training over 3,500 professionals in 30 countries in the field of financial Life Planning. He founded the Kinder Institute of Life Planning in 2003 after 30 years as a practicing financial planner and tax advisor.

His books and trainings are all about Freedom. In his most recent book, A Golden Civilization and The Map of Mindfulness (currently available on Amazon), Kinder draws on 50 years as a mindfulness practitioner, over 30 years as a mindfulness teacher, and his experience training financial advisors globally to challenge the basic concepts of economics, our understanding of democracy, of space-time, and our own hearts. His objective is to bring greater levels of Freedom everywhere.

His three books on money, The Seven Stages of Money Maturity, Lighting the Torch, and Life Planning for You, are considered by many to be the seminal works in the burgeoning field of financial Life Planning. Almost twenty years after its publication, his classic The Seven Stages of Money Maturity was again featured by the Wall Street Journal. He has written one book on mindfulness, Transforming Suffering into Wisdom, as well as a book of photography and poetry, A Song for Hana.

Kinder currently resides in Massachusetts and spends several months per year in London and Hana, Hawaii. Now living out his own Life Plan, Kinder spends much of his free time delivering speeches on Life Planning, teaching meditation classes, and working on creative projects. During his "Covid Summer," Kinder wrote and recorded an album of Protest Songs with his daughter (available for streaming on Spotify and Apple Music), and has been working on his next book: a collection of poetry and photography about the present moment and inspired by time spent at his home on Spectacle Pond.

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Displaying 1 - 3 of 3 reviews
Profile Image for Tara Brabazon.
Author 42 books529 followers
May 25, 2025
If Oprah married a financial planner, then this book would be the offspring.

It is OK. But there is a lot of investment in passion. Vision. And yes - dreams.

The challenge in such books is that dreams happen when we are asleep. We live when we are awake.

The benefit of this book is that it is not the tired, staunch, connect the dots investment in finance capitalism. It is about 'dreams'. But the financial 'advice' offered works from the premise that 'we' have choices. 'We' can make decisions. And - yes - 'we' have the autonomy to save, organize and build a future from savings...

That is a privileged status maintained by the very few.
Profile Image for Carlos Nunes.
96 reviews
October 2, 2024
An insightful and practical guide for anyone seeking to live a more meaningful and fulfilling life. Kinder's approach goes beyond traditional financial planning by integrating personal aspirations with financial goals, helping readers design a life that aligns with their dreams. It's a highly recommended read for those looking to create a life with purpose, both financially and personally.
Profile Image for Mark Hillick.
248 reviews8 followers
December 28, 2020
Meh

I tried to read this a couple of times but couldn’t, it just felt like a series of articles advertising the author’s business.
Displaying 1 - 3 of 3 reviews

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