A DIY Sabbatical as a planned break from work with full intentions to return after 1 month to a year, or more. These are often opportunities to focus on health and/or life experiences. While a year is not uncommon, it does require more planning to maintain financial and career goals

At Lifetime Financial, we spend a lot of time Life Planning. We use a series of exercises that encourage clients to spend their time and money on the things that bring them the most fulfillment and flourishing. Travel is high (often number 1) on our fulfillment lists, including mine. For most of my life I have thought of it as a core value that has moral goodness. Was I right about that?

“The Myths of Happiness” by Sonja Lyubomirsky explores how good and bad events affect our happiness and dispels some common held beliefs. Having come through my own tough life events, I opened this practice wanting to help people on a deeper level that considers what they really want in life.

In a perfect world, Financial Advisors would be in the happiness business, not the money accumulation business. What’s the point of money and security if it doesn’t lead to more well-being?