Created Wealth Advisory

That is all :) #wealthiscreated

Created’s founder, Anne, released a TEDx talk that just hit 250,000 views! ?? Reading through the comments, we’re delighted to see the creative tools, metaphors, and reframes resonating with people: “I liked the song—gonna sing it to my husband until we sort out our budget.” “I grew up with the conditioning that talking about money is taboo, so the idea of rewriting my financial story is really empowering!” “The metaphors about gardening really resonated with me. It makes the idea of managing finances feel more organic (pardon the pun) and less daunting.” “I never thought of finance as something that could be described as beautiful, but you’ve definitely opened my eyes... the connection between finances and living a fulfilled life is really difficult to ignore.” ?? The video also received a handful of comments like this: “I’m not sure I agree with the idea that finance needs to be ‘beautiful.’ It’s a serious business, and I worry that oversimplifying it could lead to misunderstandings or poor decisions.” This is an important POV that we’d love to address: Rigor, depth, and nuance are important. And when finance feels overly complex and intimidating, it’s common for us to behave like financial ostriches with our heads in the sand, avoiding the subject altogether ?? [How is there not an ostrich emoji?] So, it’s not about oversimplifying—it’s about unlocking engagement by using approachable language and putting information in context that is personally meaningful and motivating. ?? It can be hard to sit through a financial soliloquy when the whole time you’re wondering, “What are you talking about, and how is this relevant to me and my financial life?” When finance feels disconnected from your life, it’s just noise. But when finance is connected to your life—not just something to deal with, but a tool to express your values and create the life you want—it can be beautiful ???? Thank you to everyone who has watched, commented, and shared! We appreciate you so much. ?? If you haven’t had a chance to watch, we invite you to check out the?#TEDx?“How to Make Finance Beautiful” via YouTube. #financialeducation?#womeninfinance?#moneymindset

Imagine this—you look at your bank account tomorrow and it has more zeroes at the end of it than you’ve ever seen before. Sounds nice, right? Unfortunately, as is the case for many of our clients, sometimes this experience is paired with the loss of someone who you love dearly. That means that there might be a broad range of emotions that can complicate your feelings about working with the money. Sometimes the emotions can feel so intense that, much like a hot potato, people may (unconsciously) look to get rid of the emotions by getting rid of the money. During times like these, it’s essential to take a proactive pause and create a plan. If you know someone going through a moment like this who could use some support, we are here to help the people you care about navigate transitional and pivotal times like this in their lives. Please feel welcome to book a consult. We also created a resource guide to reference when you just need to put one step in front of the other. Check out our Losing a Loved One Guide via our website. #losingalovedone?#lossguide?#grief?#financialplanning?#personalfinance

This time of year is a great time to reconnect with the people we care about. We are passionate about helping our clients clarify their values and vision for fulfillment to help them design their finances to bring it to life. We would like to share one of our favorite games that we will be using with our friends and family this season. The Created Values game opens up conversations between you and your loved ones about what you value most, and encourages you to reflect on your own individual values. How are your values showing up in your life? What is a step you could take today to align your values with your future plans? #financialplanning #values #financialempowerment

Reframing how we view the “why” in making money can be fulfilling, and transform financial planning from a daunting or boring task to a more exciting activity. Once your basics are covered—what motivates you to make money? What are some goals you have that more money would help fulfill? How can you refocus the use of your resources today to better serve your specific goals? If you're not sure where to start, check out our library of Created resources via our website ?? #wealthiscreated #financeisbeautiful #moneygoals #financialmindset #moneyquotes

Here’s the next prompt from our list of Old vs Modern ideas of wealth. Have you ever felt jargon bombed with financial words you weren’t familiar with? What if we could make finance clear and approachable? Would that make a difference for you in engaging with your financial life?

Imagine a day in your life a year from now where you are free and fulfilled, spending your time in a way that lights you up. Where are you? What are you doing? Who is with you? Hold that image in your mind. What is 1 financial step you could take today to bring that vision to life? We’re passionate about helping people structure their resources to bring their vision of freedom and fulfillment to life. Get started via the Wealth is Created course or 1-1 personal planning - via our website.

We can think of your soil, in your finances, as your money mindset. The quality of the soil determines what can grow there.? ?? In other words, you could win the lottery. But if you’re unaware of the beliefs guiding your decisions, you can spend that money in a few short years. Learn the basics of financial planning and investing through the enriching metaphor of cultivating a garden in our free video series “Your Financial Garden”. On our website! ??

Have you ever thought about unleashing your creativity on your financial life?Perhaps that’s...Imagining your ideal financial future. Drawing a picture of your vision of freedom and fulfillment. Breaking out the colorful markers on your financial statements. What would that look like for you?

Have you ever checked out from your financial life? Felt like a financial ostrich, with your head in the sand? Totally! We’re all ostriches sometimes :) BUT there’s a real cost to this. When you don’t understand how money works... ?? You’re more likely to stay in a job that isn’t fulfilling ?? Or in a relationship that’s not right for you ?? Or simply unable to make important decisions with clarity and confidence We are passionate about sharing resources to arm you with the tools you need to create a powerful financial life. Check out our array of curated tools and resources via our website. We got this!