Client Vault

3 Questions That Will Put Your Finances — and Life — on the Right Track

Financial planning guru George Kinder has a powerful tool for helping people set priorities for their money…and their lives. Here it is.

Few things seem more diametrically opposed than managing money and spiritual enlightenment. But not everyone sees it that way. Some very influential people in the financial advisory community have dedicated their lives to helping advisers assist clients deal with the more personal elements in personal finance.

Consider George Kinder, the Harvard-trained economist-turned-philosopher-turned-CPA. He managed to evolve his tax practice into a comprehensive financial advisory offering, with supporting methodology, while on the successful path to becoming a Buddhist teacher based in Cambridge, Mass. and Hana, Hawaii.

Read the rest of the article on Time.

©2018 Lucia Wealth