Page 3 - Seasons Of Money Life FINAL
P. 3
WINTER: PLAN
Snowdrifts aren’t just a weather event. Sometimes in life, our goals are blocked. It’s essential to plan for whatever may occur in the future. At Shaping Wealth, we anchor on the idea of “funded contentment”: the ability to underwrite a meaningful life. It’s a subjective goal with objective inputs.
The path to funded contentment is paved with taking the “right” risks and avoiding foolish ones. It’s about understanding the emotional fortitude needed to stay the course. Stocks and bonds matter, but the essence of financial wellbeing is found in the synchronicity between numbers and narrative.
The plan isn’t only a checklist. It’s also a storyboard.
COMING THIS SEASON
๏ Our evolutionary journey (spoiler alert: it has a twist at the end!)
๏ Why combining listening skills with empathy gives financial planners a superpower.
๏ Insights into the brain’s built-in short cuts for making better decisions.
๏ How knowing a client’s goals is important, but planning for what they don’t want is a game changer.
