At WHealthy Empowerment Network (WHEN), our goal is simple: to empower you to embrace your whealth.
I began my career in investment and financial planning over 30 years ago, and what I discovered along the way is how much I love guiding others on their financial journey. Like life, investing has highs and lows – and we are here to help you navigate both.
Too often, people with “less than enough” in their portfolio – whether that means under $500,000, $1 million or even $5 million – are treated as the “have-nots” of the financial industry.
Look at the various traditional firms’ websites or commercials: they talk about helping you “live the life of your dreams,” but in reality, their minimum account sizes and fees only serve those who already belong to the “wealthy” class.
But, what about the small business owner who reinvests every dollar back into growing his dream? Or the family balancing bills, sports fees, and the occasional vacation? Or what about the person who wants guidance but feels shut out by intimidating, “no, no, no!” advisors?
We believe you deserve respect no matter your account size. Life is not perfect. Life is not a straight line. And life is far too short to spend it feeling guilty about the occasional Starbucks run.
At WHEN, we believe the first step in building your financial future is not calculating your net worth – it’s clarifying your values.
Your values are the things that matter most to you. When you understand your values first, setting meaningful goals becomes easier and more aligned with who you really are.
From there, it’s simpler to cut out what doesn’t matter and redirect your spending and investing toward the life you want.
This isn’t about chasing someone else’s version of success. It’s about creating your own best life – defined by you.
We’ve always helped clients uncover their values, but now we’ve taken it a step further by creating a Values Worksheet. This tool is designed to give you clarity and confidence, so every financial decision feels more intentional and more empowering. And we’re sharing it with you, now.
Click here to access your own, personal Values Worksheet. Use it to begin building a values-based financial plan that supports both today and tomorrow.
And please, share it with those closest to you. Together, we can build an empowering community where financial planning is about respect, clarity, and joy.
Because, if not now…WHEN?