Are you a Saver, Pleasure Seeker or Caretaker? In this workshop, we will take a deep dive into how you personally relate to your money. Ideally, we all have a little bit of each archetype built in; however, our life’s experiences help shape our attitude, beliefs, and habits regarding how we handle our finances. Identifying these archetypes and bringing consciousness to those are most active within us is an important step towards creating true financial freedom.
Jane E. McAuliffe, CDFA
Certified Financial Planner