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The EVOKE Life Planning process
This 5 stage process defines our approach to Financial Life Planning. We find it enhances the financial planning experience and gives true value to our clients.
Exploration
This is the first stage of the life planning process. We take time to explore the reasons behind your visit and deal with any issues of immediate concern. We then move on to the things that are important to you and encourage you to dream big for your future and that of your loved ones.
After our Exploration meeting we will ask you to complete some carefully considered life planning exercises which will help you clarify and define the things that are important to you. We may use all or some of the following exercises:
- The 3 questions
- The Hearts Core Grid
- Ideal Day / Week / Year
- Goals for your life
Vision
During this part of the process we take your dreams and goals and bring them to life. We ask you to complete specific tasks and work with you to paint the picture of how your life would look if it was everything you wanted it to be, if you were truly living the life of your dreams. You will feel motivated and energised by the possibilities that lie ahead of you.
Obstacles
This part of the process looks at what is standing in the way of you living that dream life. We work together to overcome these obstacles so you may have a clear path to a financial life plan that delivers the life that is everything you want it to be.
Knowledge
This is where we use our expertise to design the financial architecture that is required to ensure that the finances are aligned to your dreams. We bring in the results of the life planning exercises and use cashflow modelling software to model different scenarios for you.
Execution
This the implementation part of the process where we put in place all the recommendations in your plan to bring your financial life plan to life. We will undergo in depth research and analysis to ensure your recommendations are made specific to you and we use our investment process to deliver a structured, seamless and systematic investment experience.
This material was developed by George Kinder and the Kinder Institute of Life Planning. It is part of a program of training that leads to the Registered Life Planner® designation. Used by permission of George Kinder © 1999
