Focused on The Mindful Money Mentality, by Hollly P. Donaldson, CFP^®

Join us for an engaging discussion hosted by 2024 NAPFA Women's Initiative Mentorship Program members as we delve into The Mindful Money Mentality by Holly P. Donaldson, CFP®. This thought-provoking book emphasizes that money is merely a means to an end, yet clients often find themselves overwhelmed by details and processes.

In this interactive discussion, Donaldson, a behavioral economist and the book’s author, will guide us through five transformative strategies to help clients reflect on the concept of "enough." By fostering this mindset, advisors can enhance plan cohesion and empower clients to make meaningful choices about saving, spending, sharing and investing.

1. Learn how to assist clients in crafting a lifestyle plan aligned with their core values.
2. Identify common judgment errors (behavioral biases) that advisors and clients alike face and discover effective strategies for overcoming them.
3. Explore ways for clients to share their financial resources that benefit both themselves and the recipients.