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.
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Data is not messy or nuanced like beliefs and feelings.
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Numbers give the illusion of certainty.
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Financial projections can be displayed with beautiful graphics.
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.
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The framework is designed to help answer generational financial questions:
What’s your story?
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Examine your money experiences, values, motivations, and behaviors and what impact they have on your relationships, finances, and choices.
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Alexa Young, CA