Philanthropic Therapy: Can Meaning and Money Mix?

Recently, I had the occasion to speak at the national Financial Planning Association (FPA) Conference in San Diego. One of the benefits of participating in such a venue is the joy of hearing the best of the best thought leaders in the financial planning profession. Once again, I was rewarded with an “aha moment” as I experienced George Kinder’s life planning and financial coaching session. The Kinder Institute of Life Planning takes a holistic approach when designing a wealth holder’s financial plan. Holistic to the point that one of the Institute’s participants, CFP Rick Kahler, in Rapid City, South Dakota, is a leading proponent and co-founder of the Healing Money Issues Program. Kahler and his colleagues at the Financial Therapy [...]