This book describes the E.V.O.K.E.(c) process, which is a truly remarkable method for working with financial planning clients that want a deeper relationship with their planner, and a plan for their lives. Using the techniques and process so well described in the book, a CFP(r) practitioner can take their client(s) to a deeper understanding of their life's goals and aspirations. When used with the knowledge obtained from a careful and complete reading of the "companion" book "The Seven Stages of Money Maturity", a planner can provide very meaningful service to their client.
True understanding of the E.V.O.K.E.(C) Process which stands for Exploration, Vision, Obstacles, Knowledge and Execution comes after one has attended the 5 day training course offered by the Kinder Institute, so named after the co-author George Kinder.
For those seeking a deeper relation with financial planning clients, there is no better book in this field.