Answering these 3 questions about money can enrich your life |
Discover who you would be if you had all the money you need
Most financial advisers see their job as helping clients manage money. Steve Sivak wants to help them manage life.
Sivak, 39, focuses on the human side of financial planning. “People are much more likely to stick with a financial plan that’s aligned with their values,” Sivak said. “While I don’t force it, I try to get them to talk about what is deep down.”