Unlocking Financial Freedom - Aligning Wealth with Purpose

In this episode of Spirit Sherpa, host Kelle Sparta explores the critical importance of aligning your mindset, values, and financial strategies even at higher income levels. Joined by Dr. Allen Lomax, a financial wealth manager with a PhD in organizational systems psychology, they discuss navigating financial challenges, especially for those with significant assets.

Key Topics Include:

Unique stressors and considerations for wealthy individuals

Benefits of private placements

The significance of having a purpose-driven financial strategy

The need for spiritual individuals to steward wealth responsibly

How freedom through financial planning can enhance one's spiritual journey

00:00 Introduction and Housekeeping

03:00 Welcoming Dr. Allen Lomax

04:10 Dr. Lomax's Journey and Insights

13:06 Understanding Private Placements

20:45 Aligning Wealth with Purpose

22:12 Managing Stress in Investments

25:32 Spirituality and Wealth

42:50 Conclusion and Final Thoughts

Keywords:

spiritual money mindset

aligning wealth with purpose

conscious investing strategies

spiritual entrepreneurs and money

abundance and money energy

wealth building for lightworkers

spiritual approach to finances

how to invest as a spiritual person

private placements investing

accredited investor mindset

wealth and personal growth

purpose-driven financial planning

passive income for spiritual coaches

how spiritual people build wealth

money blocks and abundance mindset

investing after spiritual awakening

financial empowerment through purpose

mindful money management

sacred money archetypes

values-aligned wealth strategy

If you would like to learn more please book a Discovery Call here: https://kellesparta.com/discovery-call/

Licensing and Credits:

“Spirit Sherpa” is the sole property of Kelle Sparta Enterprises and is distributed under a Creative Commons: BY-NC-ND 4.0 license. For more information about this licensing, please go to www.creativecommons.org. Any requests for deviations to this licensing should be sent to kelle@kellesparta.com. To sign up for, or get more information on the programs, offerings, and services referenced in this episode, please go to www.kellesparta.com.