Shownotes Transcript
Laurena talks to Emily about financial health (yes, this is also part of well-being!). Different cultures have different approaches to financial planning, and Emily shared what brought her to Hong Kong and why she felt aligned with her values of integrity, with purpose and meaning, when helping others work on their financial goals.
Having someone with your best interest at heart and compliments your needs. It may be daunting at first and uncomfortable to share sensitive details with a stranger, so find someone you trust.
Building a sustainable relationship, and advice on legacy planning
The Five Step Action Plan: start early and build good habits; review your insurance coverage; plan for the unexpected; speak to family about goals and aspirations; make plans to pass on the wealth
So how much do I need to retire?! Your journey from A to B
How to teach and encourage children to learn good financial habits and understanding the value of costs and budgeting
Financial health also includes care and responsibility towards our home and our environment, which affects our health and emotional well-being
How Emily uses a lifeline to help clients visualise and make financial planning more tangible.
You can find more about Emily at St. James' Place https://www.sjp.asia/ and her email is [email protected]