Aligning Your Financial Goals To Your Core Values
“If I could spend my career taking that stress out of money, giving people peace of mind, if I could change a few lives... it would be worth it.”—Shari Greco ReichesIf you’re a regular listener, you know that I believe money management is one of the most vital skills that anyone can learn... whether or not they run a business!My guest, wealth management expert Shari Greco Reiches, agrees completely.Shari helps her clients align their financial planning with their core values, allowing them to “maximize their return on life” — an approach you can read about in Shari’s book, Maximize Your Return on Life: Invest Your Time and Money in What You Value Most!Shari has over 30 years of wealth management experience helping women plan for and create the lives that they truly desire. She works with newly separated women just learning how to take control of their finances, but also with successful entrepreneurs who need guidance in dealing with changes and responsibilities that their new revenue brings.In our conversation, we dig deep into the emotional roots of money mindset issues, the generational divide when it comes to talking cash, and the true value of financial empowerment.In this episode, you’ll discover: How early memories of money influence your current approach to your finances Why it’s important to align financial goals to your core values — and how Shari helps her clients discover theirsThe common changes Shari’s clients make to honour their valuesAbout Shari Greco Reiches: Shari is co-founder, principal, and Chief Visionary Officer of Rappaport Reiches Capital Management. She speaks on financial planning and is the author of Maximize Your Return on Life: Invest Your Time and Money in What You Value Most.Highlights:01:03 Intro01:55 Maximizing your return03:23 Early memories & mindset exercises05:42 Typical client issues07:35 Money & emotions08:52 Opening her firm10:15 Financial empowerment11:28 Goals & values16:17 Common changes19:53 Fear of earning22:00 TakeawayLinks:Shari Greco Reicheshttps://sharigrecoreiches.comhttps://www.linkedin.com/in/shari-greco-reiches-51135bTwitter: @maxreturnonlifeThe Business Society: https://thebusinesssociety.co5-Step Roadmap to Biz Finance Freedom: https://melissahoustoncpa.lpages.co/5-step-biz-finance-roadmapWork with me: https://www.melissahoustoncpa.com/work-with-meWant more tips? Follow me on Twitter @melissahcpa and Pinterest @melissahoustoncpacga and visit my website: https://www.melissahoustoncpa.comNeed a Fractional CFO? Check out The Fractional CFO Agency!