Wholehearted Money
In Daring Greatly, vulnerability researcher Brené Brown defines wholehearted as follows: “Wholehearted living is about engaging in our lives from a place of worthiness. It means cultivating the courage, compassion, and connection to wake up in the morning and think, No matter what gets done and how much is left undone, I am enough.”
Now let’s bring that focus on courage, compassion, and connection to money!
True North
Although I don’t know how to navigate the stars, I do know that the North star points north and it’s a guiding light. Once it’s found, navigators can decipher which way to go. With money I empower clients to define their North star so they can move towards their own True North.
In this section you’ll find review of tools from cash flow to estate documents. As always, feel free to reach out with questions! This is where you’ll see my training as a CERTIFIED FINANCIAL PLANNER™ practitioner really come through.