About
Meet Maria Martinez
Maria Martinez is a Registered Life Planner® (RLP®) who received her certification from Kinder Institute of Life Planning. She believes that planning is not just financial. She knows that by first helping individuals with their life/activity portfolio they can eventually merge it with their financial/retirement portfolio to equal success with meaning.
Prior to becoming a RLP®, she served others in the accounting field for more than 24 years. Since 2017 she has worked with Certified Public Accountants, financial advisors/planners and a Certified Divorce Financial Analyst. She holds a tax license and for the last seven years she has been an income tax return preparer specialist. In 2022, she founded Genuine Life Planning to give clients the opportunity to set aside their financial obstacles and truly focus on the lives they long to live.
As she continues to grow in her personal and professional life, Maria has found that encouraging others on their own journey toward happiness is a key part of what brings her fulfillment in life.
Here to Help You Thrive
Maria founded Genuine Life Planning with the sole desire to help people. Sometimes this takes the form of giving them the reassurance and support they need to take the leap they have always wanted. Other times, it is simply a matter of walking alongside them and offering a listening ear as they navigate a challenging situation.
At Genuine Life Planning, commitment, empathy, and mindfulness are the vanguard of every client interaction. We prioritize your growth, helping you gain confidence in your goals and let go of expectations imposed by yourself or others. In action, this looks like:
No note-taking, so we can be fully present to listen to what you have to say
No glancing at the clock
No judgment or opinions about where you’re at now or where you want to be
No limits on what you can achieve
We truly believe that through active listening, positivity, encouragement, and motivation, you can obtain the life you want to live.
Frequently Asked Questions
Below are some of the most frequently asked questions we receive when it comes to Genuine Life Planning and our services. If you have additional questions that we have not addressed here, please feel free to reach out to us at 562-405-4033 or by filling out our contact form.
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Life planning at Genuine Life Planning is a four-stage process that allows you to dig deeper into desires that you may not have realized that you had. It gives you space to think through what is meaningful to you without expectations or limitations hindering you from moving forward.
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Life planning is for anyone trying to find their next step in life. Many of our clients are emerging from major life transitions, however this is by no means a requirement for you to benefit from life planning.
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Your first session is completely free.
For more information about pricing for our other services and extended services, please contact our office.
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No, we do not offer financial advising as a part of our service, because we believe that removing the financial aspect gives you the freedom to dream without limitations. We are able to recommend a financial advisor if you believe that financial guidance is the best next step for you, in which case life planning will be an excellent foundation for your financial plan. Your financial plan will be in alignment with your most meaningful life.
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A financial advisor is paid to offer financial advice to their clients. While some life planners do both life planning and financial advising, there can be a conflict of interest when money management and investing is involved. At Genuine Life Planning, we focus solely on you and your hopes for the future.
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The four-stage process is a key part of life planning, and it allows you to get the most out of your journey. Solo sessions are only available to returning clients who have already completed the four sessions. For more information, please contact our office.
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No, your facilitator is not a therapist, counselor, or financial advisor.
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The free consultation is a time for you to get to know your life planner and to make sure the life planning process is the right fit for you. During this session, you will have the opportunity to discuss your current situation, your past, your family, and more.
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No, you will not receive a physical action plan. However, you will have a clearer picture of what you want your future to look like, what obstacles may hinder you, and how to overcome those obstacles. You will also be given inspirational exercises in between sessions.
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EVOKE® certified life planners use an organized process to help clients identify their most fulfilling goals and ensure that those goals are at the forefront of their life path.