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Why Wealth Management Without Meaning Is Meaningless: Crafting a Purpose-Driven Financial Plan

Are you tired of financial advice about numbers and figures but never addressing the bigger picture? What if your financial plan could be more than just a spreadsheet—it could be a story that drives your life forward?
In this episode, Divya Parekh sits down with Michael Cannivet, CFA, the founder and president of Silverlight Asset Management, LLC, to explore why wealth management without meaning is truly meaningless. Michael, a seasoned investment expert, shares his unique approach to financial planning, which goes beyond numbers to focus on crafting a purpose-driven narrative for your financial life.
Discover why women often outperform men in investing, learn about the most significant financial mistakes most people make, and uncover the financial lies we tell ourselves. Michael’s insights will transform how you think about your financial goals and help you build a resilient, meaningful plan with a strong “why” behind it.
Ready to rethink your financial strategy and align it with your life’s purpose? Hit subscribe and dive into this transformative conversation!

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