LEVATUS Women and Wealth | TEDxBeaconStreet - What about Joy?
Have we been solving for the wrong question? What happens if we turn the existing model on its head; embrace the science on human happiness and integrate it with finance? Begin by asking a different question …
Our CEO, Susah Dahl, recently spoke for TEDx Beacon Street by answering the question “Can HAPPY make you MONEY”. The complexity of the current approach is creating road blocks to happiness. How do we tear these down? How do we develop solutions that embrace the science on human happiness and empower clients?
fEMALE LEADERSHIP | INNOVATION | MEANINGFUL CHANGE
Wow, I found this perspective both thoughtful and refreshing
Integrated Wealth Service offers a modern approach to financial planning, formally connecting services that support financial growth and security, to processes that address the many and varied ways financial decision-making impacts other core contributors to our quality of life such as – relationships, sense of purpose, and sense of control.
Understanding the basics of your financial picture is well within your grasp and is an important part of navigating toward empowerment during the divorce process. Over the years, we have found that woman often have natural talent for many of the foundational elements of good financial stewardship.
The temptation to just hold your breath and wait for divorce to be over is powerful. The alternative, grab control of your finances as a first step in finding your power, and then use that power to accelerate into your next chapter. Financial organization is the first step.
The financial piece of divorce can be as complex as the emotional journey. With that said, the financial piece can also be a surprising source of strength, a place where control can be both visible and explicit. Grabbing control on the financial side of divorce early, has the capacity to create much broader positive momentum over time.
Leadership behaviors commonly found in women – inclusiveness, pragmatism, openness, teambuilding – are skills that can be particularly important for entrepreneurs, advisors, leaders and change makers.
To flourish is more than to succeed. Over the many years we have worked with clients, we have found that there are some very tangible common denominators amongst those who go beyond success.
Seeing and Seizing Opportunity During a Time of Intense Change. The past six months have brought a barrage of seismic events - global pandemic, economic shutdown, social unrest, technological leaps, and an inflection point for biomedical research.
The demand for female financial advisors is on the rise as noted in a recent WSJ article. As a team with female advisors, we examine this topic.
On May 9th, the LEVATUS team hosted some of Boston’s preeminent female leaders to Rock the Runway and Celebrate the Impact of Women, the Power of Fashion and the Energy of Living on Purpose.
Susan Dahl, Liz Darling, and Jessica Grande, spoke to a lively crowd of retirees about taking control over their finances.