Why our relationship with money is formed long before we earn it (Ep. 1)
What if financial planning wasn’t just about growing a balance sheet, but about using money to support the life and impact you want right now? Let us introduce a values-led approach to wealth that prioritizes clarity, family conversations, and purposeful decision-making.
In this introductory episode of Connecting Wealth With Purpose, Ann Marie Etergino, CIMA®, and Trey Blanchard, CAIA®, CFA, CFP®, CRPC®, outline the principles that guide their advisory work. The conversation focuses on how personal experiences, values, and priorities influence financial decisions and long-term planning.
Ann Marie describes the early experiences that informed her interest in financial guidance and the importance she places on helping clients establish clarity around their finances. Trey discusses the role of observation, communication, and emotional awareness in their approach to planning.
The episode outlines how a values-based framework can support decision-making, improve understanding during periods of change, and help families communicate more effectively about their goals.
Key points:
Financial decisions often reflect personal priorities and long-term goals Understanding a client’s purpose can support clearer decision-making Family meetings can provide structure and create a shared understanding of priorities Wealth can be applied in both present and future contexts Clarifying personal motivations helps shape the overall planning process And more! If you want to explore how to align your own wealth with what matters most, listen to the full episode of Connecting Wealth With Purpose.
