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Congratulations Brad!

Posted by Admin Posted on Feb 18 2020

Recently, Brad Tafoya was recognized by the Kinder Institute of Life Planning as an official Trainer!

Brad Tafoya - CPA, CFP, RLP

What is Life Planning?
On the Kinder Institute of Life Planning, Life Planning is explained as the following:

"Life Planning focuses on the human side of financial planning. In Life Planning we discover a client’s deepest and most profound goals through a mindfulness-based process of structured and non-judgmental inquiry. Then, using a mix of professional and advanced relationship skills, we inspire clients to pursue their aspirations, discuss and resolve obstacles, create a concrete financial plan, and provide ongoing guidance as clients accomplish their objectives." (George Kinder, Kinder Institute of Life Planning)

Brad Tafoya's Story:
"After 20 years of being a CPA and helping clients decipher complicated taxes and guide them through the financial implications of business and life transitions, Brad went through his own personal life transition. After several months of self-reflection and soul searching, he started to notice or perhaps paid more attention to the emotions that came up with clients around their money, taxes, and finances. The realization that there is a relationship between money and feelings led Brad on a journey of reading books and articles about the psychology of money. His study deepened his understanding of himself and led to better understanding and empathy for what his clients were facing.

"Looking for more, he attended the Seven Stages of Money Maturity workshop led by George Kinder himself. After a day and a half of the workshop, George chose Brad for a life planning demo and proceeded to make him cry in front of 30 strangers, all CFPs and CPAs. He became hooked on Life Planning instantly! Brad now offers life planning to his clients and is trying to make Life Planning what he does fulltime." (Our Trainers, Kinder Institute of Life Planning)

To learn more about Life Planning, visit their website: The Kinder Institute of Life Planning .

To book an appointment for Financial Life Planning with Brad Tafoya, please email [email protected] or call at 970-259-8000. 

Thank You and Congratulations Again to Brad!