Skip to content

Money and Happiness

Money and happiness intersect and collide in our financial decision making. Whether it’s deciding to buy or sell an investment, spend on a vacation, or share some of what we have, we often neglect happiness as a factor to be considered. Other, stronger emotions of the moment, like fear, greed, anxiety, and excitement, take over. Financial professionals must remain aware of the impact of emotions when delivering advice. Otherwise, they will have clients who do not follow advice, or question its soundness, or who do the opposite. Miscommunication can happen on both sides of the conference table. Instead, with self-awareness, both professionals and clients can have deeper dialogue leading to better, longer-lasting decisions.

Financial Professionals

Event Planners

Personal CFO Inquiries

Just Browsing


Complete our contact form and we will return your inquiry by the next business day (website not required):

No comments yet

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )


Connecting to %s

%d bloggers like this: