The concept of Financial Wellbeing.
Many people, understandably, associate financial planning purely with the numerical and monetary side of their lives. However, there is a growing school of thought, of which Strategy First is a proponent, who believe focusing on holistic Financial Wellbeing provides the best outcomes.
The concept of Financial Wellbeing involves understanding, not just the analytical side of your life but also understanding your values, your goals and your purpose as well. If we understand what matters to you, we can overlay this on your financial situation to ensure the advice we give, not only provides great financial outcomes, but all great emotional ones.
The article below explores some of these ideas further.
Click the link to read on: Money and Life: A Question of Balance
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