Monthly Archives: April 2020

Three Mindsets “The Wealthy” Are Embracing to Cultivate Well-Being

I often ask my clients to get a bit vulnerable. It takes courage to sit with your financial advisor, maybe even for the first time, and talk about sensitive topics like the purpose of your financial wealth or your goals for non-financial growth. Yet, over the past 25 years, I’ve seen these unvarnished conversations pay real dividends on both material and emotional levels.