Several years ago my husband and I attended a book signing by a local author at our nearby Barnes & Noble. The presentation was both informative and refreshing, and I left with an autographed copy of What your Happiest Friends Already Know… The Ultimate Guide to Connecting Your Money and Values with Your Life by Stephen C. Brody, CFP, ChFC, RLP.
Stephen Brody, a certified financial planner and registered life planner, combines his financial advice with ways to help people change their lives to meet their financial goals. He believes that it is important for clients to put their values and dreams at the center of their financial plan, not just dollars and cents. Brody says that what’s “in your heart and not just in your head” is what you should pursue as a goal for your financial plan.
In considering a plan for a new year Brody suggests that “… you pick the one area that’s going to have the greatest impact on your life, and that’s solely what you focus on.”
Stephen Brody has the unique ability to partner with and purposefully guide clients so they can be free from financial stress and worry and then can focus on creating and living a happier and more purpose-driven life. You may reach Stephen Brody at Stephen@fle-us.org.