7 Non-Negotiables of Your Finances | Shari Greco Reiches
2021-09-01
Shari Greco Reiches is Co-Founder, Principal and Chief Visionary Officer of Rappaport Reiches Capital Management, an independent SEC-registered investment advisor. The firm was founded in 2005 to offer comprehensive financial planning and investment management. Shari is the architect of the firm’s Maximize Your Return on Life Solution, which aligns clients’ financial planning with their Core Values.
She is a frequent speaker on financial planning and values, author of Maximize Your Return on Life – Invest Your Time and Money in What You Value Most, and enjoys mentoring women in the wealth management profession.
What You’ll Learn- Why do people forget to consider their own values before making their financial plan
- How to start the values conversation with the important people in your life
- Understanding that your values may change
- Why Shari decided to write her book
- 7 Non-Negotiables of your finances
- Tips for separating emotions from your finances and sticking with your plan
Shari’s Website
Grab a copy of Maximize Your Return on Life
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