thriving in life

“My mission in life is not merely to survive, but to thrive; and to do so with some passion, some compassion, some humor, and some style.”

​- Maya Angelou

We survive in life.

We thrive in our authentic life.

See you tomorrow and keep pursuing,

JC

🦅

(yesterday, I saw a bald eagle on the way to Roman's basketball game; from now on, when I see a bald eagle, I will share this emoji in the next day's Note with a thought about what it meant--yesterday's sighting I believe was communication to confirm the idea of how my financial advisor title evolves in the future and to add a few one-on-one meeting offerings to my website, which should be up later this week.)

🦅 A few ways I might be able to help you live your authentic life:

📝 LifeDesign+ LifeDesign+ is rooted in the Kinder Institute of Life Planning’s EVOKE process, which is a five-step process to help discover what your authentic life looks like and begin to design a plan to bring that life to reality. It continues to incorporate the alignment of your spirit, mind, body, and money to ensure you evolve with your authentic life, as the authentic life is not a destination, it’s an evolution.

📈 LifeDesign+ for financial advisors LifeDesign+ for financial advisors mirrors the LifeDesign+ relationship, including the focus on the alignment of spirit, mind, and body, with an important distinction—once the plan for your authentic life has been designed, we shift our focus to integrating your new plan with your practice.

🤝 Outsourced life planning As your outsourced life planner, you bring me in to take your client through the Kinder Institute of Life Planning’s EVOKE process to help them better understand who they are, what they want their life to look like, and create a vision of this life for you to execute on the financial plan. Since you are their financial advisor, you will be a part of each of the meetings, so you understand the “why” behind your client’s new plan.