top of page

Your Finances: Three key questions to ask

Writer's picture: Steve MartinSteve Martin

“Feelings are our music. Music has feelings,” George Kinder told me. This is the type of comment one might expect from a conductor at a symphony.

But I wasn’t at the symphony. I was attending a workshop of the award-winning life-planning trainer George Kinder.

He was highlighting the importance of being able to empathize with the feelings our clients might have about money, especially painful financial experiences.

The idea is that through life planning, we are able to help our clients break the cycle of pain and live an inspired life.

Life and money issues

Kinder is probably best known for the three questions that are the first step in the Kinder life-planning process.

I am going to share them with you. These questions are copyrighted; they are published here with permission from the kinderinsitute.com.

Kinder designed these questions while writing his first book, “The Seven Stages of Money Maturity.” The questions are sequential and build upon each other. Ideally, as a client, you only receive one question at a time so you can fully answer the question before moving on to the next question.

1. Imagine that you are financially secure, that you have enough money to take care of your needs, now and in the future. How would you live your life? Would you change anything? Let yourself go. Don’t hold back on your dreams.

Describe a life that is complete, that is richly yours.

1 view0 comments

Recent Posts

See All

Comentarii


Purposeful Financial and Legacy Planning

Fee-Only Financial Planning

(970) 443-1873

3400 Rosestone Ct, Fort Collins, CO 80525

  • Facebook
  • Twitter
  • LinkedIn

©2020 by Purposeful Financial and Legacy Planning

DISCLAIMER: This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEBSITE.

All domestic and international rights reserved. No part of this website, including text, graphics, et al., may be reproduced or copied in any format, electronic, print, et al., without written consent.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CERTIFIED FINANCIAL PLANNER in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

bottom of page