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Financial Planning Webinar 2019
Through the years, I have found that most of us struggle with Holistic Financial Planning. We know how great it feels when we have one of those years that we really had our shit together. We communicated well, planned, executed, and reap the rewards.

If you are like me, you also know the feeling of not getting it done, opening the door for feelings of shame, guilt, resentment, and greediness that surround money to enter our Whole Under Management. Even when we get around to creating the financial plan, many of us simply fail to monitor, control and replan because of the hang-ups we have about money and our inability to really see our values in action. Do we really want one more thing at the end of the month telling us that we screwed up? What if you could turn it all around and have one more thing at the end of the month telling you that you rocked it?

During this webinar, I will share with you some resources based on Positive Psychology to integrate into Holistic Financial Planning so that you create a common language around money with other Decision Makers. My hope is that you will be empowered to make better decisions generating the profit necessary to create your Quality of Life. Fundamentally, this webinar will introduce you to the tools that will enhance your well-being one decision at a time by ensuring that your Life Energy is profitable.

Nov 7, 2019 05:00 PM in Pacific Time (US and Canada)

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