By Kristina Kuprina, Founder & CEO, Sequoia Wealth Advisors.
Like nature, money doesn’t operate in a vacuum. It affects nearly every aspect of our lives. It’s not only a direct reflection of the things we value, but our values as well.
Money is a tool to express your values and access the road to happiness. To wield this tool effectively, it helps to attain Financial Consciousness, a comprehensive awareness and understanding of your finances and how they connect with nearly every aspect of your life. Think of Financial Consciousness as a highly detailed, but fluid road map to your future. Before taking any action, I ensure my clients understand the precise bus route before they climb aboard. Bumps in the road are far less disturbing when they’re expected.
Once we’ve drawn the road map, we’ll build the ideal financial vehicle to travel and share your journey from first step to last. I often ask new clients what they’d change, if anything, about their life and purpose. Cast the net wide, I tell them. Open your minds to the possibilities. Have some fun. Financial planning should be an opportunity for creativity. When the money’s in your budget and aligned with your values, it’s fun to spend.
Kristina Kuprina (CA Insurance Lic. #0F11184) is a Registered Representative with, and securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Financial Planning may be offered through Sequoia Wealth Advisors & Investment Management Inc., a Registered Investment Advisor and separate entity from LPL Financial.