Beyond Returns: Talking to Your Financial Advisor About What Matters Most
Your wealth is a powerful tool, not just for financial security, but for shaping the world you want to live in and the future you want enable for your children and grandchildren. Yet for most of us, our investments remain disconnected from our philanthropy, advocacy, and personal values. In practice, these topics rarely surface in traditional advisor conversations — not because they aren’t important, but because they’re not part of the standard financial dialogue. This session is designed primarily for high-net-worth individuals, who want to move beyond a finance-only perspective with their money. We’ll explore practical frameworks and language you can use to engage your financial advisor in a more expansive, intentional conversation — one that reflects what matters most to you across your wealth, priorities, and long-term vision. Bring your questions. This is a space for thoughtful discussion, not prescriptions.














