AegleWealth’s Post

For many, financial freedom is synonymous with the goal of living “debt-free.” They may have shifted all their priorities around to accomplish the primary goal of minimizing or eliminating debt.  However, what happens if you feel trapped in service of the goal to be debt-free—unhappy with work decisions, not accumulating any assets, stuck in social or professional circles that require a certain level of expenditures? It's healthy to take a step back and consider whether there is only one way to achieve your goal, or if you have the freedom to make other, less intuitive adjustments to improve your well-being as well. #FinancialFreedom #WealthAndWellbeing https://bit.ly/404Degj

AegleWealth Founder Stefanie Crowe was included in a recent feature for Financial Advisor IQ regarding the woman-owned Equita Financial Network. AegleWealth is a member of Equita’s network, which offers financial planning resources, information technology services, back-office support and investment solutions to existing registered investment advisors through partnerships.  Women are underrepresented both in the investment advisor arena and as investing and financial planning clients. You can read the full article here: #WealthManagement #Representation #WomenAndFinance https://bit.ly/4dJI45P

October is Financial Planning month. At AegleWealth, it’s our vision to create a world where people feel financially and economically empowered. Our financial planning services help clients build their financial literacy while assisting with the integration of sound investment strategy and planning tactics. Equipped with knowledge and a resilient financial base, individuals and families are better positioned to realize their fullest potential and live their best lives. #FinancialPlanning #FiscalHealth #WealthAndWellbeing

In this month's post, Stefanie Crowe focuses on the unique financial challenges women face at every stage of life—from starting a career to navigating marriage, divorce, or widowhood, and planning for retirement. Read the full blog here: https://bit.ly/3MQUjm4 #FinancialEmpowerment #WomensWealth

By asking the right questions to discover and prioritize your goals, you can gain a deeper understanding of your financial situation. AegleWealth’s personalized approach involves understanding your core values and goals, assessing your risk tolerance, evaluating your financial situation, identifying challenges and opportunities, and developing a tailored financial plan. By following these steps, you can create a financial strategy that is aligned with your unique needs and aspirations. #FinancialPlanning #WealthManagement #Discovery https://lnkd.in/gJi9k9y7

Financial planning is a valuable key to building economic empowerment in individuals. When we have economic power, we can improve our quality of life, reduce poverty, and build financial stability. Economic empowerment also creates opportunities and strengthens communities. By providing individuals with the means to achieve their financial goals, economic empowerment increases entrepreneurship and innovation and contributes to a more vibrant and dynamic overall economy. #EconomicEmpowerment #FinancialPlanning #WealthAndWellbeing

The autumnal equinox can hold significant emotional importance. It marks the equilibrium of day and night and a transition from summer to fall. The changing of the seasons can evoke feelings of nostalgia and introspection and provide an opportunity for personal growth, while the vibrant colors of autumn, earlier sunsets, and the slower pace of life can be a source of inspiration and joy. Celebrating the fall harvest is an opportunity to express gratitude for our riches, whether they are wealth, friends and family, or our personal well-being. #Autumn #Balance #Gratitude

Psychological safety and trust are vital when receiving or delivering feedback, recognizing that we all need to share information with people in a way they can receive it. In this episode of the Intentional Power Podcast, Stefanie and Tangela are joined by Emily Elrod, who talks about the physiological origins of emotional safety and trusting your gut instincts. Listen here: #WealthAndWellBeing #FinancialPodcast #PsychologicalSafety https://lnkd.in/gv8rKE5N

Cognitive biases are mental “shortcuts” that our brains use to process information quickly, but they can sometimes lead to irrational or costly judgment, especially when it comes to money. For instance, loss aversion can make us overly cautious, while confirmation bias can lead us to ignore evidence that contradicts our existing beliefs. Overconfidence bias can lead to impulsive decisions, and herd mentality can cause us to follow the crowd even when it's not in our best interest. It's important to challenge your money biases and seek out objective information. Consulting with a financial advisor can also provide a fresh perspective and help you make more informed decisions. #CognitiveBias #FinancialPlanning #WealthManagement https://lnkd.in/g4jhQCyF

Cognitive biases are mental “shortcuts” that our brains use to process information quickly, but they can sometimes lead to irrational or costly judgment, especially when it comes to money. For instance, loss aversion can make us overly cautious, while confirmation bias can lead us to ignore evidence that contradicts our existing beliefs. Overconfidence bias can lead to impulsive decisions, and herd mentality can cause us to follow the crowd even when it's not in our best interest. It's important to challenge your money biases and seek out objective information. Consulting with a financial advisor can also provide a fresh perspective and help you make more informed decisions. #CognitiveBias #FinancialPlanning #WealthManagement https://lnkd.in/g4jhQCyF