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Alpha Advisors
May 18, 20221 min read
Financial Life Planning Matters: Video Series, The Finale
"I don't know what everything would look like without it, but I see what it looks like WITH it." In this final video, Sarah shares her...
280


Alpha Advisors
May 12, 20221 min read
Why Financial Life Planning Matters: Video Series, Part 7
Life is full of change. Therefore, Life Planning is a continual process of discovery and support of the decisions that come as...
210


Alpha Advisors
May 3, 20221 min read
Why Financial Life Planning Matters: Video Series, Part 6
Why life planners need to experience life planning themselves!
150


Alpha Advisors
Apr 27, 20221 min read
Why Financial Life Planning Matters: Video Series, Part 5
Through committed client engagement using the Kinder Institute's Life Planning process, the Alpha Advisors team supports clients with...
150


Alpha Advisors
Apr 20, 20221 min read
Why Financial Life Planning Matters: Video Series, Part 4
To become fully integrated and aligned with the Life Planning process, as part of the training program through the Kinder Institute our...
110


Alpha Advisors
Apr 1, 20222 min read
Staff Spotlight ~ Alex Scott
Before we talk to clients about investing, taxes, or anything related to financial planning, we ask them to help us understand their...
380


Alpha Advisors
Apr 1, 20221 min read
Why Financial Life Planning Matters: Video Series, Part 3
Learn about the personal and unique journey we take with our clients in financial life planning, beginning with exploration and resulting...
140


Alpha Advisors
Mar 29, 20221 min read
Why Financial Life Planning Matters: Video Series, Part 2
In this video, Sarah shares what life planning means to her, the heart and money connection, and the impact of the Kinder Institute and...
100


Alpha Advisors
Mar 25, 20221 min read
Why Financial Life Planning Matters: Video Series, Part 1
Learn from Sarah Byrd and Kinder Institute's Lora Woodward about what it means to be a Registered Life Planner® and how the EVOKE®...
110


Alex Scott
Mar 25, 20222 min read
What Does the CFP® Program Provide?
Recently, we offered a high-level meaning for the credentials “CFP®”. I suggested that this post on the Certified Financial Planner could...
220


Alpha Advisors
Mar 2, 20221 min read
Staff Spotlight ~ Doug Wallace
How does someone spend almost 50 years in the same profession? Clearly, they must like what they do and do it well. Add to that a strong...
490

Alpha Advisors
Oct 1, 20211 min read
Letter from Alpha Advisors ~ Q1 2021
Q1 2021 What is the meaning of success for you? It means different things to different people so there is not a right or wrong answer....
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Alpha Advisors
Oct 1, 20212 min read
Letter from Alpha Advisors ~ Q4 2020
Q4 2020 The year 2020 was one that we will not easily forget. Anyone above the age of reason will recall it for the events that happened...
230


Alpha Advisors
Oct 1, 20212 min read
Letter from Alpha Advisors ~ Q1 2019
Q1 2019 One of the main objectives at Alpha Advisors is to act as a risk manager on behalf of our clients. We want to make you aware of...
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