Periagoge
Scenario

When Financial Advisors Struggle With Their Own Money

I manage two hundred million dollars for other people but I have thirty-seven thousand in credit card debt and cannot seem to get my own finances together.

More people experience this than they realize.

What we've seen

The gap between professional expertise and personal behavior reveals the complexity of human psychology around money.

Your guide for this
Aurelius
Aurelius works with people navigating exactly this kind of situation.
Ideas that help explain it
Worth thinking about

“Where Are You with Financial Services — Financial Advisory & Wealth Management?”

Peri

Peri can explain why this happens, help you decide if this is the right situation for you, and point toward the right journey or coach.

If this sounds familiar, the Library can help you find the bigger picture.