by Julie Meissner
The question “Will I have enough money?” drives many financial planning conversations, but the answer isn’t just about account balances and projections. Like our relationship with food, our connection to money involves deep emotional, social, and cultural factors that numbers alone cannot address.
Julie Meissner draws parallels between healthy eating and healthy wealth relationships, exploring how proper financial security comes from understanding what “enough” means to each client. She examines recent research showing that feelings of wealth often disconnect from actual net worth, with well-being and contentment serving as better indicators than pure accumulation.
The piece addresses practical considerations for retirement planning, including realistic life expectancy projections and the ongoing need for portfolio growth, while emphasizing the importance of aligning financial plans with clients’ deepest values and dreams.
Read the full article on Advisor Perspectives
Treehouse Wealth Advisors is a fee-only wealth management firm based in the San Francisco Bay Area, serving innovators, legacy builders, and impact makers. The firm provides personalized financial planning, investment management, and wealth advisory services, helping clients navigate significant life changes while working toward fulfilling and meaningful lives.
