Life isn’t a numbers game. What makes us happy and what makes us money can be very different things.
And money isn’t the only measure of success. Too often financial advisors forget that money isn’t the only measure of success, and don’t realize that our natural human reactions to events can lead us to make financial and life decisions we regret.
That’s why we’ve spent over 14 years developing Behavioral Wealth Management™ because we believe including cognitive, emotional and behavioral advising enhances the entire financial planning process.