Building a Portfolio for Life: Beyond Financial Capital

When thinking about wellbeing, we often focus on financial capital—our savings, assets, and investments. As important as these are, however, it’s important to remember that the long-term best interests of you and your loved ones are built on more than just financial wealth alone.

Creating a life portfolio is a powerful way to consider how three other kinds of capital—social, cultural and personal—factor into creating a prosperous, fulfilled life.

Social capital is made up of the relationships, networks, and community you cultivate, providing invaluable assistance and some of life’s most joyful experiences.

Cultural capital encompasses your traditions, values, knowledge, and life experiences—the lessons you pass on to future generations and passions that give your life meaning.

Personal capital refers to your health, emotional resilience, and sense of purpose, without which the other forms of capital lose their significance.

Financial planning is about much more than maximizing returns; it’s about creating options and security so that you have the time, resources, and freedom to invest in these other forms of capital.

Let’s consider how your financial strategies can support your goals for connection, growth, and legacy. Together, we can build not just a strong financial portfolio, but a robust and meaningful portfolio for life.

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