A Holistic Approach to Wealth Management and Financial Wellbeing
When I think of holistic wealth management I don’t think of an investment portfolio. What wealth management means to me is utilizing your available resources to get to your vision of wellbeing. Most personal goals can be directly or indirectly translated into financial goals. So if we boil down your goals however big or small, to a dollar figure we can then together create a road map to getting there. And in that sense investment management is the underwriting required for your overall wellbeing.
I use a unique approach that combines the principles of the PERMA model from positive psychology with personalized financial planning to help clients achieve both financial security and emotional well-being. Here’s a look at how this works—and how it might change the way you think about your own financial journey.
Positive Emotion: Reducing Financial Stress and Building Joy
Financial stability contributes to peace of mind and reduces the anxiety that can often accompany financial uncertainties. By developing a financial plan that aligns with your values and goals, we can help alleviate stress, replace uncertainty with clarity, and create a sense of optimism. This positive relationship with your finances can lead to greater joy, giving you confidence and peace of mind about your future.
For example, many clients report feeling immense relief once they have a structured plan for retirement or debt repayment, allowing them to enjoy the present moment more fully.
Engagement: Actively Involving You in Your Financial Journey
The concept of engagement in the PERMA model is about immersing yourself in meaningful activities. Financial planning may not seem like a “flow” activity at first, but we make it engaging by involving you in the process. From setting goals to choosing investments, each step is designed to ensure you’re connected to and invested in your financial future. Together, we create a road map that resonates with your aspirations.
This participatory approach helps you feel empowered, transforming what might once have been an overwhelming task into a fulfilling, confidence-building experience.
Relationships: Building Trust and Open Communication
Relationships form the core of both personal and financial well-being. Wealth can have a profound impact on relationships, affecting family dynamics, communication, and even inheritance. I work closely with clients to foster open discussions around wealth, ensuring that their goals align with their family values and priorities.
Whether it’s planning for your children’s education or discussing estate planning, the aim is to support the bonds that matter most to you while protecting the legacy you wish to build.
Meaning: Connecting Your Wealth to Purpose
For many people, wealth is about more than material security; it’s a means to pursue passions, support loved ones, and make a difference. I work with clients to align their financial resources with the causes and values they care deeply about, whether that’s through charitable giving, community investments, or planning a legacy for future generations. This approach adds a layer of purpose to financial planning, making the process feel deeply personal and meaningful.
By helping clients identify what matters most to them, I ensure their financial plan reflects their values, giving them the fulfillment of knowing their wealth is serving a greater purpose.
Accomplishment: Celebrating Progress and Reaching Milestones
Achieving financial goals isn’t just about checking items off a list—it’s about feeling accomplished and confident in your financial journey. Through regular check-ins and updates, I track clients’ progress, celebrate milestones, and help adjust strategies as needed. This approach creates a sense of achievement that builds over time, helping clients gain confidence in managing their finances.
For instance, when clients reach a major savings goal or hit a retirement milestone, we celebrate the accomplishment, reinforcing their dedication and commitment to their financial well-being.
By incorporating the PERMA model into my wealth management approach, I offer clients a pathway to greater life satisfaction, well-being, and purpose. This holistic view of financial planning helps clients experience a more fulfilling relationship with their finances, one that aligns with their values and supports their life goals. If you’re ready to explore a different way of managing your wealth, let’s talk about how we can work together to build a future that resonates with you on every level.
