Jonathan Grannick, Wonder Wealth LLC- Lunch & Learn

“Aligning Your Money with Your Life”

Jonathan is a former digital nomad and the owner of Wonder Wealth LLC, a financial planning company that specializes in working with young professionals in their 20s, 30s, and 40s. He believes the “work until your 65 then enjoy your money” concept is broken, it’s about finding a balance between living for an epic today AND a secure tomorrow. His passion is helping people create inspiring life visions and then guiding them to the money moves necessary to get them there. His “why” is to help his generation get ahead of that curb and leverage their greatest asset, time.

Takeaways:

1. The Power of Intention: Important Conversations to have before making any financial decisions. Are your actions aligned with your goals? We’re so busy trying to climb a ladder, we forget to look up and see if we’re scaling the right wall.

2. Why planning is a process, not an event. Why do people procrastinate and completely avoid dealing with money?

3. Human Behavior and the importance of an objective brainstorming partner (for money & life) because we all have blind spots

https://www.wonderwealthfp.com/