Five Lever Friday | Vol. 7

Bringing you inspiration, ideas, and tools to help you achieve Authentic Wealth

Authentic Wealth is bigger than just financial accumulation – it recognizes the interconnectedness of all aspects of life. It is created when your resources (the 5 levers – Finances, Mindset, Relationships, Health and Time) are aligned with your values, your vision and are ultimately used to achieve the impact you want to have on yourself, your family, your community and the world.


We hope that you will join us on December 5th at noon for our Legacy Letter Virtual Workshop. The goal of the workshop is to provide you with a framework that you can use to write letters to your loved ones to connect with them now and far into the future.

You can also use this framework as a way to think about your estate planning documents. Whether we mean to or not, our estate plans do send messages to our loved ones about what we value and how we think about those named in our documents. The art of estate planning is blending your goals for yourself and your family with your values. Are your documents consistent with what you write in your legacy letter?

If you want to learn more about the Legacy Letter Challenge and our workshop, click here.


There are so many benefits when you regularly practice gratitude – in fact I could probably put gratitude under all five of the levers. For today, I am going to talk about practicing gratitude as a way to shift your perspective. If you want to shift your focus to more positive thoughts, I have had great results with doing a gratitude journal. It is as easy as writing down three things that you are grateful for (and why!) each morning or evening.

If you want to read a nice summary of the research on gratitude, check out this article from UCLA Health.


Listening is the key to good relationships. Esther Perel, one of my favorite relationship experts, talks about the “Six Essential Practices to Improve Listening Skills in Relationships”. They are:

  1. Understand the Difference Between Hearing and Listening
  2. Go Back to the Beginning
  3. Take Your Finger Off The Rebuttal Button
  4. Explore Reflective Listening Skills
  5. Read Aloud to Each Other
  6. Ask New Questions About Old Stories

I love #6, especially for partners in long-term relationships. It is so easy to fall into familiar patterns and #6 forces you to think about old stories in new ways.

To learn more, read Esther’s blog.


An important aspect of health is brain health. Thankfully our brains are able to adapt and grow throughout our lifetimes by reorganizing synaptic connections– an ability called neuroplasticity. But like many aspects of our health, neuroplasticity can begin to diminish over time and benefits from a regular “workout”.

Check out this article to learn “6 Ways to Rewire Your Brain”, a few of which may surprise you!


Time is a concrete concept, right? Well, yes and no. What may be more important when it comes to accomplishing our goals and creating impact is our perception of time. I am still looking for more information about how we might be able to harness the power of time perception but in the meantime, take a look at this Medium article on the Neuroscience of Time Perception.

Get in Touch

In just minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Contact Us

Stay Connected

Business professional using his tablet to check his financial numbers

401(k) Calculator

Determine how your retirement account compares to what you may need in retirement.

Get Started