the benefit of abandoning views
Justin Castelli, RLP?, CFP?
aligning your finances with your authentic life, founder RLS Wealth, co-founder of The AGC? and founder of PRST?
“For things to reveal themselves to us, we need to be ready to abandon our views about them.” -Thich Nhat Hanh
See you tomorrow and keep pursuing,
JC
?? 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.