A different way to approach your finances
Start your journey to merge meaning and money today
Money is a deeply emotional issue that our culture treats like a math equation. No wonder you have avoided this topic in the past. We start with understanding your financial personality. Your financial personality is the key to your current relationship with money, which most people never explore or understand. Your financial personality is the key to understanding past financial decisions, including financial mistakes. We all make (and often repeat) the same financial mistakes, stuck on a financial treadmill.
But once you learn your financial personality, you will begin to see things in a different light. Look at your financial decisions differently.
Then we begin to connect your life with your money. Rather than starting with the technical (and bore you to tears), we start with the personal.
We take you through a process that helps you define what wealth looks like for you.
Everyone approaches money differently, and that is ok. While there are guidelines for saving and investing, they are just guidelines. Defining what wealth looks life for you enables you to determine the steps you personally need to achieve true wealth. It's NOT about how much money you have, or answering the question "How much is enough?"
It's impossible to know how much is enough until you define what wealth means for you.
Your journey is personal to you. Start with identifying your financial personality and begin your journey to wealth today.
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