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It's about creating a Life Vision...
1/6
Harvard Study
I am Sonia, a Certified Financial Planner™ and I empower people to create a new life vision and a plan to accomplish it.
I notice that a lot of people across the world have a really hard time managing their money. Of course, this has a lot to do with the minimal education we receive on personal finance, but I believe that lack of knowledge is NOT the only reason. According to neuroscience, over 90% of our decisions are emotional, not logical. They are based on subconscious rooted beliefs that do not serve us. We are struggling and making terrible mistakes, and it is taking a toll on our wellbeing and quality of life.
As a financial planner, teacher & coach, I wanted to do something about it and that is why I created a Program that is founded in three pillars:
The interaction among my "Three Pillars of Transformation" (described below), generates a powerful synergy that can automatically trigger changes in your consciousness and improve your choices. During the process, you will bring to light the answer to these critical questions:
Guided by your Intrinsic Values, you can go from surviving to thriving and completely renew your life vision.
My life vision is guided by my favorite Intrinsic Values:
Autonomy for my own financial independence and freedom of choice. Mastery to keep getting better and better at things that matter. And Purpose to inspire and help you create a NEW LIFE VISION and a plan to accomplish it...
...Because you have a life to win!
"Lack of knowledge is lack of power."
There are crucial decisions we don't make because we simply don't know. We can't plan for what we don't know.
Financial literacy provides a solid foundation so you can consciously make informed decisions.
You would be surprised at how different your life can be by just learning basic financial concepts.
"A dream without a plan is just a wish."
There is power in charts, projections, historical data, etc. where you can visualize past and future outcomes. They help you zoom out see the big picture and the long-term impact of today's decisions.
Financial Planning tools can help you realize what is possible and what is NOT, making it easier to make choices & take immediate action.
"If how-to guides were enough, we would all be skinny, rich and happy."
Literacy & planning are rational processes. But as it turns out, over 90% of our decisions come from our subconscious mind.
This Pillar will help you discover & rewire rooted negative beliefs and empower you towards meaningful goals using concepts from Positive Psychology, Neuroscience & others.
Intrinsic values are rooted beliefs that are valuable on their own.
Intrinsic motivation is when we engage in a behavior because it is inherently rewarding.
It is associated with higher levels of wellbeing and life satisfaction.
Intrinsic Wealth is a type of wealth that
serves you and your loved ones
to accomplish life goals that are
not only EXCITING & PLEASURABLE
but also
PERSONALLY IMPORTANT & MEANINGFUL.
Inspired by your Intrinsic Values,
it is intended to fulfill human needs
that go from SURVIVAL & SAFETY to
AUTONOMY, MASTERY & PURPOSE.
Intrinsic Planning integrates financial & life planning in a way that every step is concordant with your values and moral compass. My planning style includes money psychology and adopts some of the major theories on Motivation based on Human Needs.
It is not based on budgeting, frugality or deprivation.
It is focused on learning to save, learning to invest, and learning to spend (yes, spend)!
All for your absolute Joy & Life Fulfillment.
Intrinsic Planning...
...Because YOU HAVE A LIFE TO WIN!
Certified Financial Planners ™ are professionals with fiduciary duties.
Stay tuned with our publications, coaching programs, courses, etc.! I'd be honored to have you in my preferred list!
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