Daniel D. Joss Earns Registered Life Planner (RLP®) Designation

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We are pleased to announce that Daniel D. Joss has earned the prestigious Registered Life Planner (RLP®) designation from the Kinder Institute. Earning this designation requires a strong commitment to the financial planning profession, completion of a five- day residential training program, and a six-month practicum involving peer review with mentor coaching and supervision.

The Kinder Institute’s mission is to teach planners and advisors the relationship skills and methodology of Life Planning. Life Planning is the human side of financial planning, and seeks to discover the deepest and most profound goals of a client through a process of listening and inquiry. Then, using a mix of professional and relationship skills, the experienced Life Planner, along with the client, resolves obstacles to the client’s goals, creates a plan, and guides the client to the accomplishment of their goals.

George Kinder is the founder of the Life Planning movement, a visionary concept that seeks to find ways to help people discover and understand their core life values. Values – not just dollars – must be the true focus of financial planning. Mr. Kinder was named in 2003 and 2005 by Investment Advisor magazine as one of the 25 Most Important People in Financial Planning Services. Financial Planning magazine named Kinder one of the six “most influential” planners in America; the other five planners named had all studied with Mr. Kinder.

Dan, who has established a reputation as both a competent and caring planner, believes that people often are afraid to walk alone into the future. He believes Life Planners stand beside their clients to provide guidance and support where and when it is most needed. Life Planners genuinely care about the human being inside and give people awareness and permission to live life to the fullest.

Although the concept of Life Planning is becoming popular in the media these days, Dan cautions that most advisors who use the term life planning are only using it as a sales tool. It is critically important to find someone who has the proper education and training because you are dealing with people’s emotions and dreams. That can be a dangerous combination in unskilled hands.

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