Financial Planner & Investment Advisor Among 500+ Globally to Earn Registered Life Planner® Designation from Kinder Institute of Life Planning

    DENVER, CO, January 19, 2022 /24-7PressRelease/ -- Kinder Institute of Life Planning has announced that Damian Palfini, President and Lead Planner of Cavalot Capital, is among over 500 advisors globally to earn the prestigious Registered Life Planner (RLP®) designation. Earning this designation requires a strong commitment to the financial planning profession, completion of multiple experiential trainings on The Seven Stages of Money Maturity® and the Kinder EVOKE® process in addition to a six-month practicum involving peer review with mentor coaching.

Life Planning is the human side of financial planning which seeks to discover the deepest and most profound goals of a client through a process of listening and inquiry and then help them uncover ways to live out a life that is meaningful to them. The global financial Life Planning movement was conceived of by George Kinder, a visionary concept that uses mindfulness and inner listening techniques to teach professionals how to discover and understand their client's core life values.

Kinder Institute of Life Planning's work has been profiled in The New York Times, The Wall Street Journal, Morningstar, TIME, Business Week, Forbes, Money Magazine, the Financial Times, Financial Advisor, New York Magazine, Harvard Magazine, the LA Times, AARP, and more. Kinder also has an editorial column in Financial Planning Today.

Kinder Institute of Life Planning also provides ongoing support and education for the advisors it has trained and who have adopted its client-centered financial Life Planning methodologies. Individuals who would like to speak to an advisor about financial Life Planning services are invited to use a searchable database www.KinderInstitute.com or complete a DIY life plan for free at www.LifePlanningForYou.com.

Damian was drawn to Life Planning after realizing that too often clients were spending all their resources on things that someone else told them they should want but left them unsatisfied. He told us "Life Planning at its core is about finding what is meaningful to someone and helping them maximize the three currencies of life – money, time and energy/focus, to get there. When we can align all three it creates what I call true wealth, and it is within reach of each and every one of us."

Clients have found the process "invigorating and provides a renewed sense of clarity. It is equally useful in finding which desires to pursue as it is to realize that some dreams are meant to be just that, dreams." Damian noted that seeing clients light up about what really excites them "has been one of the more rewarding experiences I have had as a planner, and I am grateful to play a small part in their journeys."

About Cavalot Capital: Cavalot Capital is a fee-only, financial planning and investment advisory firm that specializes in the intricacies of the new generation of wealth centered around equity compensation, cryptocurrency and digital assets. To learn more, visit their website at www.cavalotcapital.com or reach out to Damian directly at [email protected].

Additional information on Kinder Institute of Life Planning can be found on their website at www.kinderinstitute.com.

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