The Kinder Institute of Life Planning organized a 3 Day Residential Program by Mary Zimmerman on Seven Stages of Money Maturity. This was successfully attempted and completed by Mr. Nilesh Bajaj.

The workshop lasted 3 days from, 10th September, 2015 to 12^th September, 2015. This whole program was organized by The Network of Personal Finance Professionals. 

The Kinder Institute trains and coaches financial advisors worldwide in a method called Financial Life Planning.  This method is based on the premise that advisors should first discover a client’s most essential goals in life before formulating a financial plan, so a client’s finances fully support those goals. 

This may sound elementary but few of us spontaneously undertake a thoughtful inquiry into our deepest and most enduring values and objectives. Traditionally financial advisors have focused on the numbers budgeting, investments, taxes, or insurance without exploring the broader context. 

The financial advisors are trained to ask such questions and, just as important, listen to the answers of the client.  The financial adivsors therefore, become partners with the client in clarifying and achieving the most meaningful and deeply felt aspirations of  the person or client.  

The Kinder Institute calls it Life Planning because what’s really important isn’t your money, it’s your life.