Abbey Henderson CFP® RLP® CPCC® CAP® AEP® – CEO, Wealth Advisor & Coach –
One of these things is not like the others, one of these things just doesn’t belong… looking at the title of this blog might bring to mind the classic Sesame Street song. You don’t expect to see a wealth management firm offering yoga, meditation, Ayurveda cooking classes and personal growth book discussions. Perhaps on the face of it these things don’t seem related however we would argue that they most certainly are.
We define wealth as far more than just one’s financial situation. At Abaris, wealth encompasses:
- Your finances
- Your physical & mental/emotional/spiritual health
- Your purpose and the opportunity to pursue it
- The quality and depth of your human connections
- The allocation and quality of how you spend your most precious resource – time
Improving each of these dimensions of wealth helps you reach your full potential and ultimately reach greater fulfillment and wellbeing. It is our mission to help you make these improvements for your benefit and the benefit of the lives you touch every day. To that end, we provide learning opportunities in each of these areas as well as individual support through coaching, life planning, financial planning and investment management.
As we look towards the new year, here are few of our ideas to make an impact in these 5 aspects of wealth.
- Year-end is a great time clean up your budget . Review your expenses from last year and assess which categories are aligned with your vision/values and are bringing you joy – reduce or eliminate expenses that aren’t.
- Reassess your vision and make sure it still resonates.
- Write your Money Autobiography.
- Commit to either saving or giving another 1% of your income.
Physical & Mental/Emotional/Spiritual Health:
- Start a meditation or yoga practice.
- Commit to taking a weekly walk in nature.
- Read a book on personal growth – our first book discussion of 2023 will be Wolfpack by Abby Wambach and we recently heard Daniel Pink speak about his new book, The Power of Regret.
- Take a class to learn a new skill that both intrigues and intimidates you (the best things happen outside your comfort zone!)
- Write your own eulogy – are you currently living your life in the way you want to be remembered?
- Make a list of 5 people that you admire. Now make a list of the traits you admire in them. How can this list inform your own purpose?
- Start a family philanthropy board
- Think about 5 people from your past who have made a difference in your life – commit to reaching out to them this year and telling them.
- Commit to being fully present when you are with your loved ones (meditation can help with this!)
- Fill out a calendar with your ideal day, week and year. Brainstorm ideas to move you closer to that ideal.
- Practice saying “no”. Consider whether each request of your time is truly aligned with your values and purpose.
We would love to see how we can help you create greater true wealth in your life. Schedule a complimentary Discovery Session with me to learn how we can work together.