Do you ever think to yourself….
● I will finally live my life once I make [x] salary.
● I will finally be happy once I finally have [x] in my bank account.
● I will finally stop worrying once I have [x] saved for retirement. If the answer is yes, you have most likely been conditioned to define contentment, security, and success as [x] number. Many highly-driven, affluent individuals are often m
otivated by the idea of reaching a monetary milestone so they can finally feel as though they’ve “made it” in their lives. This is what I call the “[X Number] Complex.”
But even when we reach that number, whatever it may be, the outcome we hope for is not what we envisioned. When you have “[X Numer] Complex”, you NEVER feel like you have enough money. That is because we are looking at money the wrong way. Money on its should not be viewed as something that will make you happy - it should support the things in life that bring you happiness. As a 20+ year financial advisor with a background in working with wealthy individuals, I’ve seen firsthand the sacrifices made based on this idea that “more is better.” Difficult and even heartbreaking events in my own life have led me to a transformative experience. They’ve challenged me to fully embrace what it means to be fulfilled authentically, escaping the control that money, and especially [x] number, had on my own happiness. My mission is to bring this refreshed perspective to others by helping them truly own their wealth rather than feel consumed by an arbitrary number that has defined their success and ultimately their self-worth for too long. Why Work with the Clark Wealth Partners:
1. Caring about your present as much as your future. While being prepared for the future is crucial in any financial relationship, I’m just as focused on what you want your life to look like right now. If we have tunnel vision towards just tomorrow, we never live in the moment. I believe success is based on how you use your money to make your ideal life a reality TODAY. Not in some distant future or just in retirement.
2. Having the tough conversations that you need. I’m not afraid to get to the heart of what you truly want and what is holding you back. My process is focused on encouraging people to be vulnerable - not just serve as the “yes man.” You can get that anywhere. Rather than pushing aside the emotions behind money and your life, those feelings need to be truly embraced and expressed in order to uncover what will bring you fulfillment. This process of retraining your money mindset can be scary and uncomfortable, but I am willing to guide you through it every step of the way because I know the value it brings.
3. Educating and guiding you through a connection to wellness. Empowerment through financial literacy is one of the core pillars of my practice, but I strive to go beyond the typical tools and resources that most financial advisors provide (a.k.a the Quarterly Commentary PDF). Having a healthy relationship with money also means nurturing your awareness and focusing on your behaviors, tendencies, and internal levers that drive you. That is why I help connect my clients to outside health and wellness experts and resources so they can learn and grow as human beings, not just continue living as “walking wallets.”
