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World Values Day means More Money!

  • Writer: Bridget Sullivan Mermel CFP(R) CPA
    Bridget Sullivan Mermel CFP(R) CPA
  • Oct 14, 2022
  • 1 min read

Updated: Jul 4, 2023


In fourth grade, my niece’s teacher started a “genius hour.” Once a week during that hour, the students worked on whatever project they wanted to. Inspired by genius hour, I’ve researched and applied the nerdiest part of my brain to figuring out how to get more money, meaning, and happiness in life. This year, we’ve brought this to clients so that they benefit, too.


On Friday’s Chicago Money Show, to celebrate World Values Day (October 20th this year), I’m dedicating the show to how we work with clients to help identify their values. We’ve got a shortcut. No reservations on the mountaintop required!


Then, we’ll talk about how to use your values to bring more money, meaning, and happiness into your life.


It’s about easy ways to become more you.


Here's the link to the show:

https://youtu.be/W9ulTy2u49Y


Here's the Schwartz Short Survey:


https://www.framevoicereport.org/media/1093/the-short-schwartzs-value-survey.pdf





 
 
 

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The first thing we do when you contact us is simply find out a little bit more about you and the issues that you're facing. If it makes sense to talk further, then we set up an appointment to get to know one another. While we’ll ask you to about your finances, all of our conversations and your information is private and confidential.

We are fee-only financial planners located in Chicago.   We serve Chicagoland and the nation through in-person meetings in our Chicago office as well as virtually with video conferencing and secure file transfer.

Sullivan Mermel, Inc.

3744 N. Southport Unit G

Chicago, IL 60613

Email: b@sullivanmermel.com
Ph: 773-404-9344
Fax: 773-327-1461
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