Time, Money & Joy – Navigating the Intersection

Do you want to be happier? Do you want to make better decisions? 

I asked myself these same questions a few years ago. My expertise was with money, not time management or psychology. As a financial planner, our mandate has always been “financial optimizations” when in reality maximizing family happiness is what clients really want. I know that true wisdom lies in fully understanding goals, factoring in all relevant variables, applying technical knowledge and experience and then tailoring a solution to a client’s personal circumstances. I simply needed to add 2 more variables to the equation!

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