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Financial Archetypes: The Caretaker

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Financial Archetypes: The Caretaker

Written by: Brent Kessel CFP, Spencer Sherman MBA
Narrated by: Brent Kessel CFP
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With The Money and Spirit Workshop, wealth advisors Brent Kessel and Spencer Sherman offer an immersive home-study course for using spiritual wisdom to create financial security and prosperity. In this session excerpted from the full program, they introduce you to one of the eight financial archetypes—part of their practical approach for transforming and enhancing your relationship with money.

Financial Archetypes: The Caretaker

Generosity and charity can make the world a better place—unless you give so much away you have nothing left for yourself. Is it healthy altruism driving your Caretaker archetype, or are you moved by guilt, martyrdom, and a need to be needed? Find out how you can restore balance to your financial life while still offering your gifts to those in need.

Budgeting & Money Management Money Management Personal Finance Self-Help Success
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