There’s a lot more to wealth management than just investments and markets. There’s also a human side — how people actually think and feel about money. Understanding the importance of the human side and how it plays a significant role in the overall wealth management process is often overlooked.
Educational Opportunities
Our Give Power program creates a space for like-minded people to forge a community dedicated to serving ourselves and those we care about. We offer a comprehensive suite of educational and motivational services to help individuals identify and progress toward their personal goals.
Classes
Our small-group gatherings offer the opportunity to experience something truly unique. These interactive sessions allow in-depth learning about how money works in our lives, through education and engaging discussions. We aim to help those who participate gain clarity and strategies to live a truly purposeful life.
Seminars
Our seminars provide motivational speaking and group-based learning to help individuals gain an overall understanding of how money works in our lives, discussion on the four elements of money, and how we can build the lives we want for ourselves.
Coaching
For over three decades, we have been coaching our clients in wealth management and developing financial goals. Give Power to your Journey takes it to the next level, combining the four elements of money through deeper discussions on how money works in their lives and what is truly important.
“Wealth management is not about how our lives fit into our money. It’s about how our money fits into our lives and plans we build.”
The Four Elements of Money
Years ago, we pioneered a concept, The Four Elements of Money. This concept is designed with the basic understanding that money is not only financial, but also intellectual, emotional and spiritual. Using this framework as our guide, we are able to understand what our clients truly value —what matters to them the most — and build custom financial plans to support their goals.
How we, as individuals, relate to The Four Elements of Money is what drives our financial decisions. The complexities that lie within each part make up who we are and how we live. Even though there are no right or wrong answers or one-size-fits-all solutions, we have found this tool to be universally helpful in defining, and planning for, the priorities our clients value the most.
Financial
When we think about money, it’s easy and obvious to see it’s financial. It’s how we think about saving, budgeting, investing and living. This financial piece is often what is taught in schools and passed on from family members. It’s what we read and follow in the media. It’s what we “know”, the utilitarian view, so to speak.
Intellectual
As we move to the next part of the quadrant, we come to how we process and reason — the intellectual piece. If the financial side is what we “know,” then the intellectual side is what we “think.” When we look at the markets and wonder what we should do or when we determine the appropriate amount to save, this is our mind sorting through everything to come to a conclusion. It is our higher-level logic.
Emotional
This piece is often the hardest to understand and control. Think of all the bad money decisions people make or how difficult it can be to handle stock market volatility. We know we should do one thing, but often end up doing the opposite. Why? While this is a much bigger topic, the short answer is that our emotions take over and we lose sight of the big picture. This is especially relevant when our short-term livelihood is at stake and/or large life events (weddings, babies, new job, etc.) are involved.
Spiritual
Often missed, but extremely important, is the spiritual side. This is the part which brings everything together. It provides the greater direction for our decisions and gives a sense of meaning. It’s how we think about the legacy we want to leave and how we identify the things most important to us. It’s the piece that uncovers what we truly value.
We serve you well because we know you well.
