Category: LIFESTYLE

Who are you? Who do you want to become? Identity-based financial goals are more powerful than you think. “The goal is not to read a book. The goal is to become a reader,” writes James Clear in his bestseller, Atomic Habits. When it comes to financial planning, we can learn much from this brief nugget of wisdom. Many of us set financial goals based on outcomes. “I want to save X amount.” “I want to retire […]

You have a lens, and here’s why it matters… Financial planning is often seen as a numbers game, retirement goals, investment returns, tax efficiency. But beneath the spreadsheets lies something far more personal: our stories, values, and lived experiences. And that’s where things get interesting. As financial planners, we work with individuals and families from diverse cultural backgrounds, belief systems, and worldviews. Yet many of the tools we use, goal-setting frameworks, risk tolerance models, even the […]