Financial Life Planning Matters: Video Series, The Finale
"I don't know what everything would look like without it, but I see what it looks like WITH it." In this final video, Sarah shares her...
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Alpha Advisors
May 12, 20221 min read
Why Financial Life Planning Matters: Video Series, Part 7
Life is full of change. Therefore, Life Planning is a continual process of discovery and support of the decisions that come as...
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Alpha Advisors
May 3, 20221 min read
Why Financial Life Planning Matters: Video Series, Part 6
Why life planners need to experience life planning themselves!
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Alpha Advisors
Apr 27, 20221 min read
Why Financial Life Planning Matters: Video Series, Part 5
Through committed client engagement using the Kinder Institute's Life Planning process, the Alpha Advisors team supports clients with...
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Alpha Advisors
Apr 20, 20221 min read
Why Financial Life Planning Matters: Video Series, Part 4
To become fully integrated and aligned with the Life Planning process, as part of the training program through the Kinder Institute our...
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Alpha Advisors
Apr 1, 20222 min read
Staff Spotlight ~ Alex Scott
Before we talk to clients about investing, taxes, or anything related to financial planning, we ask them to help us understand their...
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Alpha Advisors
Apr 1, 20221 min read
Why Financial Life Planning Matters: Video Series, Part 3
Learn about the personal and unique journey we take with our clients in financial life planning, beginning with exploration and resulting...
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Alpha Advisors
Mar 29, 20221 min read
Why Financial Life Planning Matters: Video Series, Part 2
In this video, Sarah shares what life planning means to her, the heart and money connection, and the impact of the Kinder Institute and...
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Alpha Advisors
Mar 25, 20221 min read
Why Financial Life Planning Matters: Video Series, Part 1
Learn from Sarah Byrd and Kinder Institute's Lora Woodward about what it means to be a Registered Life Planner® and how the EVOKE®...
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Alex Scott
Mar 25, 20222 min read
What Does the CFP® Program Provide?
Recently, we offered a high-level meaning for the credentials “CFP®”. I suggested that this post on the Certified Financial Planner could...
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Alpha Advisors
Mar 2, 20221 min read
Staff Spotlight ~ Doug Wallace
How does someone spend almost 50 years in the same profession? Clearly, they must like what they do and do it well. Add to that a strong...
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Alpha Advisors
Oct 1, 20211 min read
Letter from Alpha Advisors ~ Q1 2021
Q1 2021 What is the meaning of success for you? It means different things to different people so there is not a right or wrong answer....
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Alpha Advisors
Oct 1, 20212 min read
Letter from Alpha Advisors ~ Q4 2020
Q4 2020 The year 2020 was one that we will not easily forget. Anyone above the age of reason will recall it for the events that happened...
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Alpha Advisors
Oct 1, 20212 min read
Letter from Alpha Advisors ~ Q1 2019
Q1 2019 One of the main objectives at Alpha Advisors is to act as a risk manager on behalf of our clients. We want to make you aware of...
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