Page 6 - Seasons Of Money Life FINAL

FALL: REFLECT
The trees turn a myriad of colors. The air chills, days shorten, and leaves fall. We have
made it through another year, one likely filled with both joy and disappointment.
For those striving for funded contentment, we use the end of year as a timestamp to reflect on the past year and look toward the year ahead. From the view of behavioral psychology, these transitions have true emotional resonance and aren’t just days on a calendar. When combining numbers and narrative on the path toward true wealth, there is no shortage of decision-making and planning at year end.
COMING THIS SEASON
๏ How the quality of our year-end decisions are susceptible to memory glitches.
๏ How deliberate acts of gratitude and generosity, especially during the holidays, bolster the financial planning process
๏ How financial planners can elevate their clients with targeted validation and permission strategies.
๏ Why self-awareness is foundational to the achievement of funded contentment.