At Passehl Financial, we believe money isn't everything but it affects nearly every area of your life. In the same way, your physical health impacts everything you do — your emotions, your energy levels, even your critical thinking skills. If your finances are in disarray, you’ll likely let some things fall by the wayside, like going to the gym or cooking a healthy dinner. But if you’re sick, you won’t have the energy and brainpower to perform your best in your career, either. We believe that if we improve your fiscal health, there could be improvements to your physical health as well.
Geoff joined Brian Courtney from The Safegard Group as a “Safegard University Podcast” guest exploring the relationship between wealth and wellness at Passehl Financial. They delved into the significance of wealth management in relation to physical health and overall well-being, as well as the inspiration behind the firm’s philosophy and opportunities created to help educate and inform Passehl clients.
Dr. JoAnne Barbieri Bullard’s webinar focused on integrating mindfulness with a growth mindset to unleash leadership potential. 40 Wealth and Wellness participants also explored strategies for managing stress, maintaining focus in high-pressure situations, and enhancing self-confidence.
For more than 20 years, we’ve been doing holistic planning to empower people like you to make wise financial decisions with clarity and confidence. Rather than looking at one piece of the puzzle, we look at the entire situation from every angle so that we can help you live your best life and leave the legacy you desire. At the end of the day, we’re here to help you maximize your financial potential and impact your life so that you can make a greater impact on the community and the people you love.
Friends of Passehl Financial gained valuable insights and strategies for holistic well-being from Dr. Chris Caffery of Integrative Healthcare Solutions. A heartfelt thank you to everyone who joined us and to Dr. Caffery for enlightening us about his multidisciplinary approach aimed at treating the whole person with a focus on achieving total wellness.
Dr. Jeremy & Dr. John, a TPI certified instructor, helped us with our golf swing, body mechanics and therapies to improve our game. Thank you to our friends at Trifecta Therapeutics: Sports Rehabilitation & Performance for hosting us at another great Wealth and Wellness event!
LEARN MORE ABOUT OUR EVENTS
ADD ME TO THE LIST
Please notify me about your upcoming Wealth & Wellness Program events.
Email us for more informationREQUEST A PRIVATE EVENT
I’d like to schedule a Wealth & Wellness Program event for my organization.
Email us for more information