What’s the best way for people to put their wealth in perspective?
Whatever field you are in, the journey to earning your wealth is uniquely personal. As we work to prioritize your financial future, we need to dig deeper. Understanding your life experiences, aspirations, motivations and fears is critical to properly navigating your financial future.
Financial security can take on different meanings. It can mean more time with loved ones, an opportunity to choose what you want to pursue in life, opportunities to give back to your community and family, and much more. I have a great passion for helping people parse through what makes them feel fulfilled and their best self.
If you didn’t work for Bernstein, what else would you be doing?
If I didn’t work at Bernstein, I’d be a marriage and family therapist. Relationship dynamics with loved ones have a huge impact on our well-being, happiness and fulfillment. I take pride in having a direct yet empathetic approach to managing sources of conflict. It is a great gift to help people from different walks of life navigate their uniquely challenging, complex interpersonal dynamics all while staying true to their core values.
Which personal accomplishment makes you proudest?
I wouldn’t say it’s one personal accomplishment, but rather I’m proud of being able to push through moments of adversity and come out on the other side stronger. It’s so important to dig into our experiences, to want to better understand ourselves and what influences our behaviors and decisions. In turn, we can move through life with authenticity and intention.