Category: Uncategorized

Should My Financial Advisor Also Be a Life Coach?

By Abbey L. Henderson, CFP®, RLP®, CPCC® There are so many factors that come into play when you are creating your financial plan. It’s more than just a spreadsheet, or at least it should be. Your financial plan should incorporate your values and encompass your vision and dreams for the future.

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Struggling with Financial Decisions? Meditation Might be the Answer

By Abbey L. Henderson, CFP®, RLP®, CPCC® “Between stimulus and response there is a space. In that space is our power to choose our response. In our response lies our growth and our freedom.” ― Viktor E. Frankl Most people wouldn’t think to connect meditation with financial decisions.

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Using the Marble Jar Strategy to Find a Trustworthy Financial Advisor

By Abbey L. Henderson, CFP®, RLP®, CPCC® How do you get to the place where you completely trust your financial advisor? I recommend you make it your goal to find a “Marble Jar Advisor” – an advisor who, over time, has consistently put more and more marbles in their jar. What do I mean by marbles? Let me share my inspiration for this strategy and how you can use it to find a trustworthy financial advisor.

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