Articles & Insights

"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...

Life is full of change. Therefore, Life Planning is a continual process of discovery and support of the decisions that come as...

Why life planners need to experience life planning themselves!

Through committed client engagement using the Kinder Institute's Life Planning process, the Alpha Advisors team supports clients with...

To become fully integrated and aligned with the Life Planning process, as part of the training program through the Kinder Institute our...

Before we talk to clients about investing, taxes, or anything related to financial planning, we ask them to help us understand their...

Learn about the personal and unique journey we take with our clients in financial life planning, beginning with exploration and resulting...

In this video, Sarah shares what life planning means to her, the heart and money connection, and the impact of the Kinder Institute and...

Learn from Sarah Byrd and Kinder Institute's Lora Woodward about what it means to be a Registered Life Planner® and how the EVOKE®...

Recently, we offered a high-level meaning for the credentials “CFP®”. I suggested that this post on the Certified Financial Planner could...

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...

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....

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...

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...