What does it mean to be wealthy? Is it about having money and assets, or is there more to it?
How can we plan our finances in a way that not only supports us through our lives, but also supports our values, goals, and well-being?
In this sophomore episode, Abbey Henderson, CFP®, CEO, Wealth Advisor & Coach takes us on a journey through the story of Abaris Financial Group, explaining her shift towards a holistic approach to wealth planning, where she helps clients align their resources with their values. Abbey also walks us through the client journey, from gathering data and understanding values, to creating a comprehensive financial plan. Additionally, she highlights the importance of ongoing monitoring and offers community programs to support clients' overall well-being.
Episode highlights:
Resources:
Connect with Abbey Henderson:
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations.
The Nikki Glaser Podcast
Every week comedian and infamous roaster Nikki Glaser provides a fun, fast-paced, and brutally honest look into current pop-culture and her own personal life.
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.