Do you feel that including “ As Featured In” has helped to boost your credibility and lead generation? Secondly, what tips do you have for other advisors who are struggling to secure features? The services I provide include cash management planning, investment management, retirement planning, risk management planning, estate planning, tax planning, and education planning. I use financial life planning questions and tools that I have learned from Money Quotient, George Kinder and Susan Bradley (Financial Transitionist Institute) to help my clients identify what gives their lives meaning and purpose, and guide them to align their money with that meaning. True Abundance Advisors was founded on the belief that, contrary to what Madison Avenue would have us believe, more money does NOT equal more happiness. I knew then that I could help other professionals who were kicked out from or burnt out by their corporate jobs to live their lives on purpose by helping them organize and clarify their financial resources.
As I began to care for myself, I made myself look at the numbers and realized that I could reduce my expenses enough to take the risk and start my own business. I was afraid to earn less money, afraid I couldn’t possibly be happy. The work had become routine, and I did not share the personal values of many of the people I worked with.Īs the primary breadwinner of a high overhead household, with a large house, a vacation home, and three children in private school, I was trapped in a life that made me feel exhausted and lifeless. Towards the end of that career, however, I was miserable. I loved the work of analyzing companies and learning about different industries when I first started. I am a career changer, having spent many years as an institutional investor on Wall Street. Can you tell us a bit more about the services that you provide, how you got your start and the foundation behind True Abundance Advisors?