Financial planning isn’t just about the economy and investments returns. When we are able to connect to our deeper needs and purposes in life, investments can then be aligned to our needs and goals. The big questions is: how do we define this for ourselves and put it all together? In this class we will be exploring both the quantitative and qualitative facets of investing as we bring new meaning and focus into the planning process.
Barbara Norman is a Certified Financial Planner™ with over 35 years of investment, financial planning, and tax experience. She is the CEO of Sage path Solutions, and the founder of The Women’s Financial Academy, an educational foundation.