This post was last updated on January 3rd, 2023 at 04:47 pm
Kinder Institute of Life Planning’s Money and Meaning Blog presents the “I’m a Registered Life Planner®” series. Host Lora Woodward, Communications Director for Kinder Institute, chats with Shannon Blackmon, CFP® with Thomas Doll in Walnut Creek, CA. Shannon is one of nearly 600 professionals globally that have earned the prestigious Registered Life Planner® (RLP®) designation.
Chapters:
00:00 Welcome, Introductions
00:39 How Shannon got into financial planning and how she first heard about Kinder Institute
02:45 What it was like going through the EVOKE training process and being life planned by a colleague in the course. Shannon came out of the course with clarity around what was most important to her and what freedom meant for her.
05:05 How her client relationships are deeper since becoming a Registered Life Planner.
06:19 Life planning a power couple and how she helps her clients become internally motivated to execute their plan.
9:17 Shannon shares that she would have wanted to know how rewarding and transformative the life planning work was going to be ahead of earning the RLP® designation. She shares that the process becomes more natural as you practice it with clients.
11:47 What’s next in Shannon’s life planning journey
12:34 What a gift the life planning process has been for Shannon and her clients
13:30 Closing
Shannon Blackmon is a CERTIFIED FINANCIAL PLANNER™ professional, highly trained in financial planning and investment management. Shannon enjoys co-creating custom financial plans with her clients’ well-being at the center. While guiding them through a comprehensive wealth management process, she provides insights into cash flow, net worth, risk management, investments, and philanthropic goals. Shannon earned a bachelor’s degree in Psychology from the University of Arizona and her Certificate in Financial Planning from Boston University. Shannon is a Registered Life Planner® through Kinder Institute. She serves as Co-Chair for the Horizons Foundation’s Professional Advisors Council. She is a member of Dental Speaker Institute and Dental Speakers Bureau.
Kinder Institute of Life Planning, founded by George Kinder in 2003, advances the practice of “whole-life” Life Planning as the most fiduciary, most comprehensive, and most client-centered form of financial planning.
Experiential core training, mentoring, and continuing education programs unite our nearly 600 Registered Life Planners® (RLPs®) around the world meeting the growing demand for life-centered, client-centered financial planning. Kinder’s resources for consumers include a searchable database of RLPs and an interactive online life-planning guide. The designation of Registered Life Planner® (RLP®) is earned by completing an entire course of study including The Seven Stages of Money Maturity® Training, the EVOKE® Life Planning Training, and a subsequent Life Planning Mentorship Program.
Do you have a story to tell? We want to hear your Journey in Life Planning. Email lora.woodward@kinderinstitute.com, to express interest in being featured in the Kinder Institute blog.
Do you have a story to tell?
We want to hear your Journey in Life Planning!
Email lora.woodward@kinderinstitute.com.
