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NAPFA Women's Initiative Book Club - Read "The Mindful Money Mentality"
Five Ways an Abundance Money Mentality Supports Financial Planning

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.

Learning Objectives
  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.
About the Author
Holly P. Donaldson, CFP®
Holly P. Donaldson, CFP®, is the founder of Holly Donaldson Financial Planning and a three-time mentor volunteer for NAPFA's Women's Initiative Mentorship Program. She has been quoted in the Wall Street Journal, The Penny Hoarder column, InvestmentNews, Financial Advisor, Money Magazine, as well as Marotta on Money, Centsai.com, CNBC.com, and Headspace.com. Her focus is the psychology of money and its effects on personal and professional relationships.
Summary
Availability: Retired
Cost: FREE
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