Description

Ever felt disconnected from your financial goals? Consider writing a statement of financial purpose to better connect your money with personal meaning.

Join Karen Coyne as she engages in a thought-provoking conversation with Alina Fisch, the founder of Contessa Capital Advisors. This episode explores how aligning financial goals with personal values can lead to more fulfilling and intentional financial decisions.

Key Highlights:

• Statement of Financial Purpose: This tool aligns personal values with financial goals, making financial planning more meaningful
• Tailored Approach: Alina shares a story of a client who transitioned from a corporate job to entrepreneurship by aligning her financial plan with her personal values
• Quality of Life Focus: Women often approach finances with a focus on life quality rather than just financial metrics
• Future Visualization: Visualizing long-term goals can make present-day financial decisions more impactful
• Long-Term Perspective: Research shows that considering a longer-term perspective on life can enhance well-being
• Practical Advice: Alina advises starting with long-term goals and adjusting current spending to align with these goals. She emphasizes making the financial planning process enjoyable
• And much more!

Resources:

• Hal Hershfield

Connect with Karen Coyne: 

• Clarity Planning
• team@raymondjames.com
• 301-739-7002
• LinkedIn: Karen Coyne, CFP®
• X: @karencoyne
• YouTube: @karencoynecfp
• Instagram: @moneywithoutmath

Connect with Alina Fisch: 

• LinkedIn: Alina Fisch, CFA
• ContessaCapitalAdvisors.com

About Our Guest: 

Alina Fisch, the founder of the independent, fee-only RIA Contessa Capital Advisors, has worked in financial services for more than 25 years. Her focus now is helping single and divorced women with their finances, a topic she also loves to write about. (For more information and to subscribe to her weekly posts: ContessaCapitalAdvisors.com) A single mother herself, Alina loves to travel with her teenage son and is an avid reader, animal lover, and occasional vegetable farmer.