Financial Life Planning

Financial Life planning is an in-depth process to help you shape your life to use your unique gifts and fulfill your dreams. We believe that money is simply one currency among many to enable life’s vision to become a reality.

Peggy Frye is a Registered Life Planner® and uses the Life Planning process developed by George Kinder at the Kinder Institute of Life Planning (https://www.kinderinstitute.com). This process helps you define your life aspirations, and then makes sure your money supports the life you wish to live.

It involves a series of four to five meetings to Explore about life as if money were not an object, to face the reality of life if you only had a few years to live, and to envision a life where you are truly doing what you want to do. We work with you to develop your Vision of life, to understand and overcome Obstacles, to ensure you have all-important information to make Knowledge-based decisions, and Execute on your plan.