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Holistic

Your financial advisor might also be your meditation coach

by Ali Budner
Jul 7, 2023
Many young adults, in particular, are looking for a more holistic approach to money. And the ones that do hire financial advisors want to talk about their mental and emotional wellbeing as well as the stock market.
"We don't want financial planners practicing therapy," said Sonya Lutter, who teaches financial health and wellness. "But we want them to engage in conversation. We want them to recognize when there's anxiety issues."
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