First, take our Moneytudes quiz to learn more about your relationship with money. Many of us hold unconscious beliefs about money called money scripts, usually formed in childhood, which we may not even realize we hold but which shape our financial decisions and behavior. Understanding your unconscious beliefs will aid in the financial planning process. You may not identify with some of them at all or they seem foreign to you because you didn’t experience that script or messaging throughout your life experience.
Take the Quiz
You will receive your results of the quiz with an in-depth explanation of each moneytude and the role it plays in your life and relationships. Attitudes aren’t static and can evolve.
The Well Lived Wealth approach is holistic financial planning meaning the focus is on your overall financial wellness rather than one part, such as investments. Each service offered by Well Lived Wealth covers an area of life easily disrupted by life’s seasons – divorce, job loss, death, and disability. We’re here to provide insight and value to a client’s financial future specific to the individual and their unique circumstances.
Well Lived Wealth financial planners will offer strategies to help you reach your goals. These services include:
During your meeting, be prepared to discuss your financial picture freely. Income sources, 401k, life insurance, disability income insurance, and debt are all part of your financial picture. This meeting should be seen as a conversation with a trusted financial advisor, someone who can help you reach your goals and beyond. The financial journey of an individual is just that, a journey with twists and turns. We want to prepare our clients for those twists and turns.
This meeting is a great time to ask questions about your current investment plan and tax strategies. If the market is not something you are familiar with but would like to learn more, we’re here to provide advice and clarity.
You will receive a visual map of your assets to better tell the story of you. This personalized plan will be updated as you make progress towards these goals. Each plan is customized to fit the clients’ needs.
Well Lived Wealth Planners are available for questions. We recognize financial planning combined with a person’s history with their finances may be overwhelming at first but we are dedicated to our client’s success and goals.
Regular check in meetings are available to discuss life’s changes and keep you on track towards your goals.
To learn more about our fees, please click here
*Divorce planning does have a one-time $250 fee