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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...
Sarah Byrd
May 18, 20221 min read
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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...
Sarah Byrd
May 12, 20221 min read
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Why Financial Life Planning Matters: Video Series, Part 6
Why life planners need to experience life planning themselves!
Sarah Byrd
May 3, 20221 min read
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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...
Sarah Byrd
Apr 27, 20221 min read
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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...
Sarah Byrd
Apr 20, 20221 min read
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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...
Sarah Byrd
Apr 1, 20221 min read
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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...
Sarah Byrd
Mar 29, 20221 min read
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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®...
Sarah Byrd
Mar 25, 20221 min read
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