About Us

With a lifelong interest in human development and behavior as a foundation, Susan has worked as a professional counselor, educator, trainer, minister and administrator.  She has initiated and developed a wide range of projects and programs, with a special emphasis on emergent models in the fields of psychology, education and human development.

Co-Founder of the Kinder Institute of Life Planning in partnership with George Kinder, CFP ®, Susan brought all of her education and experience together as CEO and Trainer of Trainers in an innovative program to train financial planners and other professionals in Life Planning. The EVOKE Methodology for Life Planning provides in-depth training and mentorship to financial planners seeking to integrate a more holistic approach into their financial planning practice, focusing on specific skill sets, profound life goals and a methodology conducive to deepening trust and commitment in these professional relationships.

Lighting the Torch, a book authored by Galvan and Kinder and published by FPA Press, describes the Life Planning process as it is taught to and practiced by financial planning practitioners.

Susan has presented workshops at both local and national FPA gatherings and at the CFP Conference in Melbourne, Australia. She is on the faculty of NAPFA University. As a member of the Life Planning Consortium, she participated in a joint research project on "Engendering Client Trust and Commitment" with the FPA, funded by a grant from the CFP Board.


Susan Galvan

Galvan has given presentations and led trainings on three continents: North America, Australia, and Europe. She has also been a guest numerous times on radio programs discussing the Seven Stages of Money Maturity® and Life Planning. She authored regular columns in two magazines, “Worthwhile” and “Advising Boomers.”

Her Master's thesis is on the Seven Stage Theory of Process and the evolution of human consciousness. As an educator and trainer, as well as public speaker, she can easily translate difficult concepts into more accessible language and frameworks. As Chair of a Master’s degree program she designed and initiated in Consciousness Studies, Susan taught extensively in the areas of psychology, spirituality, philosophy and ethics. She also taught approximately 200 adults how to teach other adults effectively, of whom many have gone on to teach in the California Community College system. In addition, for five years she directed an internship training program of Marriage, Family and Child therapists (MFCC's)  for state licensing in California.