Soul of Wealth LLC is based upon the belief that the wisdom to solve most issues we face already exists within us and cannot be provided by outside experts. That wisdom may be obscured by a variety of factors but it lives and breathes inside us. At Soul of Wealth, we choose to think of the container that holds this wisdom as the “soul;” but you could call it the heart, the mind, the subconscious, the universe etc.
In our view, the role of a planner or consultant should be to assist people in tapping their inner wisdom. This requires that we act as mirrors for you in order to help you see the full reality of your situation. Sometimes we are so caught up with perceived problems that we lose sight of the extent of our strengths and opportunities.
To change the way we work as consultants we needed to take two key steps: (1) control our impulse to solve and advise at the outset; and (2) limit our compensation to fees only in order to eliminate any activities that could limit being objective. The final step was to design a simple three step process for every engagement.
1. Awareness – collecting and examining data to get a shared vision of the reality of the situation.
2. Clarity and Simplification – from a point of awareness, create the time and space for the client to identify the values and vision that underlie what they are trying to accomplish and to devise the simplest and most direct action steps possible under the circumstances.
3. Alignment – make sure all parties involved in the planning are in alignment with the values, vision and next steps.
When a person or organization is aligned with their values and vision, creativity and growth are unleashed. New opportunities present themselves for creating your “wealthy life” or your “successful venture.” This is the Soul of Wealth.