When it comes to managing our personal finances, money can mean something different to each of us. To many, money is a tool to achieve independence, allow children to build a financially-sound future, or achieve a particular end—such as a philanthropic focus. When we intentionally align our money with our personal values, it is often easier to make important financial decisions.
How do you define financial success?
When you talk about it, what do you think about?
What does it encourage you to do?
There is a saying that “time is money,” but in reality, money is time. We often exchange our time working to obtain money, then pay other people for things that we don’t wish to spend our time producing. In many ways, money can be viewed as “stored time.” How we wish to spend our time often dictates how we choose to spend—and save—our money.
When it comes to the management of your financial affairs, we can help you to:
Intentionally alignfinancial goals and decisions with your personal values.
Let your investment behavior& financial habits reinforce your beliefs.
Surround yourself with the right people& resources to succeed.