Helping children to navitage life in their mid-twenties is difficult. Many thought, by now, we would have successfully launched adults into the world. Yet, somehow, we are still in the thick of it, helping them navigate early adulthood
We remain sceptical. And we have reason to be. We’ve been burned.
Our scepticism, while understandable, can sometimes stand in the way of progress, too.
Today’s financial planning is driven by empathy, innovation, and a commitment to enhancing client outcomes while building lasting trust.
Where financial talks take place can make all the difference. Public spaces like hotel lobbies might seem convenient, but they can dilute trust and intimacy. Private, secure settings unlock deeper conversations and better financial planning. The right space is key to transforming financial advice into something truly impactful.
Preconceived notions can skew our perceptions, whether in dealing with bureaucracy or managing money. Observing with curiosity rather than judgment revealed a clearer, more positive reality.
While gathering financial resources is important, it means little if you have not gathered community and even less if you have no purpose to live.