Life Planning
A comprehensive approach aligning life goals with personal values and financial aspirations.
Traditional financial planning often focuses only on the numbers — how much to save for retirement and how to invest it.
Our approach starts with you. We see money as a tool to help you live the life you want, not as the goal itself.
We take the time to understand what truly matters to you — your goals, your family, and how you think and feel about money. These things shape the financial decisions you make every day. By understanding your values and your relationship with money, we can help ensure your financial choices support the life you want to live.
Our purpose is simple: to help you create the best life possible with the money you have. We work in partnership with you, keeping your life — not just your finances — at the centre of every conversation.
The Three Kinder Questions for Financial Life Planning
Money is not the end all, be all. The purpose of money is to provide us the time to do what we want, when we want, with the people we want. Money is a surrogate for our time. Time to live the life that we find most satisfying and full of purpose.
A great tool to help people sort all of this stuff out – and to make a specific life plan – involves the Three Kinder Questions.