top of page
francesco-califano-YxpJAhF8ol8-unsplash.jpg

Money Culture

Using the Liminal Money Culture proprietary framework, the Liminal Culture team delivers insights, tools and training that guides deeper discovery and a meaningful personalized client experience, helping financial advisors and their clients align their finances with their purpose.

4 Big Issues in Money Culture 

Financial planning and advice are in Liminal Space, highlighted through four realities:

Disconnect between intentions and actions

Just 1 in 4 (24%) of people feel their finances are aligned to their goals and priorities in life. (Gallup)
 

Young investors want a financial plan that balances the transactional and emotional dimensions of their lives and brings in life-stage planning, value-based planning, and total well-being planning. (eMoney)

Financial service organizations have increasingly come to rely on technical, data-driven advice for several reasons:

Sophisticated algorithms and AI that allow for processing, parsing, and projecting information with speed and insight.

Data is not messy or nuanced like beliefs and feelings.

Numbers give the illusion of certainty.

Financial projections can be displayed with beautiful graphics.

Image by Mads Schmidt Rasmussen
We believe the financial organization that aligns math with meaning and will become more relevant, distinct, and successful in the emerging AI/robo-advice age.
 
A financial service organization providing life-centered advice will become the financial provider of choice.

Our Money Culture Services

Our Approach

Using  the Liminal Money Culture proprietary framework, the Liminal Culture team delivers insights, tools and training that guides deeper discovery and a meaningful personalized client experience, helping financial advisors and their clients align their finances with their purpose.

The framework is designed to help answer generational financial questions:

Liminal Money Culture Framework

Our framework is designed to Help you consciously align your finances with your purpose and values resulting in confidence and joy.

What’s your story? 

Examine your money experiences, values, motivations, and behaviors and what impact they have on your relationships, finances, and choices.

Countryside Road
“Have customers review you and share what they had to say. Click to edit and add their testimonial.”

Alexa Young, CA

bottom of page