Imagine trying to find your way in the dark without a light. Even if you have a plan, do you have a light to help show you the way?

Our purpose and values are the light that helps to guide us along our lives and weaves itself into our financial plans. Our resident therapist expert, Dr. Jennifer Dragonette, helps us explore how deeply our emotions and core values influence financial decisions, especially as we transition through various life stages.

Dr. Jen shares a fascinating exercise to help you quickly identify your core values, providing a clear lens through which you can assess and make financial choices that resonate with what truly matters to you. We also discuss the how confidence, fear, and intentionality play critical roles in managing finances effectively.

Whether you're grappling with aligning financial actions to your life values or simply curious about understanding the barriers to your personal goals, this episode offers compelling perspectives and practical tools to help navigate your financial and emotional landscape.

Please enjoy my conversation with Dr. Jennifer Dragonette.

Connect with Paul

Contact Paul here or schedule a time to meet with Paul here.

For resources discussed in this episode, visit tammacapital.com/podcast.

Follow Paul on LinkedIn, Instagram, and Facebook.

And feel free to email Paul at pfenner@tammacapital.com with any feedback, questions, or ideas for future guests and topics.