Today we’re celebrating one year at Created!
Last year, after more than a decade in the corporate world of wealth management, we started Created - a boutique wealth advisory - to reimagine the way we experience money and wealth for today’s world.
At Created, we help clients design their #finances to match their deepest values so they can create lives and legacies that light them up. We also “share the wealth” by making transformative financial ideas more broadly accessible in order to cultivate greater #wealth and financial #health in our communities.
We are grateful to our clients and community for their partnership and for a strong and fulfilling first year!
#wealthmanagement #wealthadvisory
At Created, we are on a mission to help clients design their finances to match their deepest values so they can create lives and legacies that light them up.
#purpose #wealthmanagement #lifeplanning #mission #wealthiscreated
Beyond the sea of blue blazers chasing bulls and bears, there is a place where wealth grows with care, creativity and thoughtful planning. Welcome to Created.
Dreaming of the day when we can have tea together in Redwood Studio.
Money is a tool. Wealth lights you up. Time to illuminate. #wealthiscreated #wealthiscreative
If your parents had a complicated relationship with money, you may as well. What’s your family money story? Time for a #rewrite.
#wealthmindset #moneystory #wealthiscreated
Nurture the soil. Plant. Cultivate. Grow.
#wealthmindset #wealth #wealthmanagement #investing #financialadvisor #gardendesign #wealthisagarden #wealthiscreated
Methinks my own soul must be a bright invisible green.
-Henry David Thoureau
#wealthisagarden #gardeninspiration thanks to @this_bountiful_life
When starting a garden, we can be eager to begin picking out plants. But as any gardener knows, it’s important to take a step back and ask: what is the space like? How’s the light? The water source? It's the same way with investing. Before we invest, we need to get to know our financial starting point and build a plan. So that’s what we will talk about in Part 2: “Creating the Conditions for Growth” of our 4-video series, “Your Financial Garden.”⠀
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Original illustration 🎨 @vitousek_illustration⠀
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#wealthmindset #financialwellness #financialplanning #investing #wealthmanagement #wealthadvisor #personalfinance #fiduciary #financialindependence #soil #gardening #gardendesign #wealthisagarden #wealthiscreated
If wealth is a garden, how can you cultivate yours?
#personalfinance #wealth #investing #wealthmanagement #cultivate #garden #gardeninspiration #wealthisagarden #wealthiscreated
We have found that talking about finances as a garden is a practical and productive framework to use in reframing and transforming our relationship with finances. There, beyond the barrage of headlines and high alerts, we can take space and learn to see our financial lives not as static or linear things that need to look a certain way, but as alive - growing, changing, and evolving with you as you go through different stages of your life.
#personalfinance #wealth #investing #garden #gardeninspiration #wealthisagarden #wealthiscreated
Henry David Thoreau said, “I have great faith in a seed.” So do we. Keep watering.
#wealthiscreated #wealthisagarden #investing #thoreauforsho
Cultivating wealth is like tending to your garden: it’s important to notice which areas are thriving and which need attention.
#wealth #investing #wealthmanagement #financialmanagement #garden #gardeninspiration #wealthisagarden #wealthiscreated
A financial plan is a living thing, much like a garden, and tending to it is an ongoing practice.
So how do you maintain a healthy environment in order for your plants to grow? In other words: how can you create financial habits that will help you live the life you want? That’s what we’ll share with you in the fourth and final video of our series: “Caring for Your Financial Garden.”
Original illustration 🎨 @vitousek_illustration
#wealth #financialwellness #personalfinance #investing #wealthmindset #wealthmanagement #financialplanning #investing #wealthadvisor #cfp #personalfinance #gardening #gardeninspiration #gardendesign #wealthisagarden #wealthiscreated
Visualize the garden of your life in full #bloom. What’s growing?
#wealth #wealthmindset #gardendesign #wealthiscreated
If wealth is a garden, how can you cultivate yours?⠀
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#personalfinance #wealth #investing #wealthmanagement #cultivate #garden #gardeninspiration #wealthisagarden #wealthiscreated
Did you know that the word wealth comes from the Middle English word ‘wele,’ which means ‘well-being?’ When we talk about wealth in the greater sense, we’re talking about the experience of living a fulfilling life. The question then becomes: How can you organize your finances so that you have what you need to experience wealth, in a more expansive sense of the word? That’s what we explore in Part 3: “Designing Your Financial Garden.”
#wealth #personalfinance #investing #wealthmindset #wealthmanagement #financialwellness #financialplanning #investing #wealthadvisor #cfp #personalfinance #gardening #gardeninspiration #gardendesign #wealthisagarden #wealthiscreated
