Advice from the Sage Owl

Have you ever stopped and really asked yourself: “What does money mean to me?” As financial advisors/ planners, we spend so much time talking about returns, projections, and strategies that we sometimes forget the most important element in a financial plan — the client’s relationship with money. Over the years, I’ve learned that before we talk about investments or retirement, we need to talk about meaning. Because money isn’t just numbers — it’s emotions, values, fears, hopes, and identity. What Money Means to Me Personally, money represents comfort and care — the ability to make life smoother not only for my immediate…