How our fears and feelings affect our finances
Are you constantly broke? Or always on the hustle? Do you count every penny or ignore your balances until they bounce? Can you really afford to live the lifestyle you’re portraying on social media? Does your financial situation keep you up at night?
For 72% of Americans, money is THE most stressful thing in their lives—triggering worry, envy, shame, and fear. How we manage our money has perhaps less to do with how much we have in the bank than what we believe about ourselves and our money. Want to get your money right? You have to get your mind right first.
Come to this Bonus ACES to learn from a Financial Life Planner who helps clients make financial decisions that are good for your soul as well as your wallet.
Certified Financial Planner Amee Earl is an Assistant Vice President-Major Market Administrator for Wells Fargo Advisors. She offers holistic life planning—financial advising that has clients think about their dreams and values before they make financial decisions. She is currently completing an MBA with a focus on financial psychology and behavioral finance at Creighton University.
She is affiliated with the Financial Psychology Institute, an organization with a mission to increase the understanding of how psychological factors impact financial behaviors, establish evidenced-based practices for improving clients’ financial health, and train financial and mental health professionals to work more effectively with clients. She is also a member of the Nazrudin Project—a holistic financial planners group—and is a board member and treasurer of The Golden Hill, a charity that works to bring holistic and mindful practices to underserved and at-risk families in the Triangle area. She is a member of the Bennett College Corporate Advisory Board.