Our values and guiding principles are about what matter to us, represent who we are, and guide our life choices and actions. The following prominent values guide Margaret in serving her clients.
Margaret's guiding principles are based on the traditional values of hard work, commitment, loyalty, uncompromising quality, integrity, and a high standard of personal service and professionalism.
Margaret works in partnership with her clients to best address their needs, goals, dreams, and values.
Her approach is holistic, thorough, and comprehensive in addressing her clients' financial and overall affairs, and thoughtful and sensitive in navigating the planning process with her clients.
Her independence enables her to properly represent her clients’ interests, provide objective and impartial advice, and gives her access to a wide array of non-proprietary products and services in order to customize wealth management and capital accumulation strategies for her clients.
Responsibility (ability to respond):
Service to clients
Margaret is available to guide her clients to best address their needs, goals, and dreams on an ongoing basis. She is mindful of how one’s needs may change over time as well as the variable nature of a financial plan and life plan and so provides ongoing reviews to monitor and update her clients’ planning and plans.
Margaret is committed to serving her clients on an ongoing basis and making a positive difference in her clients’ lives, her greater community, and the world at large. She has developed a dream-mapping process and workbook to help clients manifest and live their dreams in alignment with their deepest values and life purpose. She hosts holistic community gatherings and is involved in evolutionary hubs to help evolve our consciousness and transform our world.
In all things, kindness, thoughtfulness, consideration, and compassion guide Margaret's actions.
Individual, Social, and Environmental Consciousness
Margaret recognizes our interconnectedness and thus is mindful of how our choices impact one another and the world in which we live.
She therefore is interested in contributing to the Social Responsibility and Sustainability Movement in whatever ways she can and invites and encourages others to do the same in order to alter and reshape our communities and the world at large based on honoring and respecting one another and the natural world.
One of the many important ways we could do this is through how we operate with and circulate our money. Our buying patterns and investment choices can make a substantial impact in influencing the future of our society and the planet. Fortunately, the opportunities to invest in alignment with our values have been undergoing a quantum shift. The universe of investment possibilities is ever-increasing as is the ability to apply mainstream investing principles to socially responsible portfolio management.
As you evaluate your own path and participation, Margaret offers the opportunity to incorporate how you invest your money with how you choose to make an impact in the world.
Some relevant quotes follow:
“…our economic system as a whole is a construct of our soul life.” – Siegfried E. Finser, Money Can Heal
“…redesigning our relationship with money will be the key that transforms the condition of life, both physical and spiritual, for all of us in the twenty-first century.” – Lynne Twist, The Soul of Money
Some books that serve as wonderful resources in helping to align our use of money with our values and evolving
consciousness are as follows.
Agenda For A New Economy, From Phantom Wealth to Real Wealth, by David C. Korten
Creating True Prosperity, Shakti Gawain
Investing With Your Values, by Hal Brill, Jack Brill, and Cliff Feigenbaum
Megatrends 2010, Patricia Aburdene
Money Can Heal, Evolving Our Consciousness, The Story of RSF & its Innovations in Social Finance, Siegfried E. Finser
Sacred Economics: Money, Gift and Society in the Age of Transition, Charles Eisenstein
The Energy of Money, Maria Nemeth, Ph.D.
The Seven Stages of Money Maturity, George Kinder
The Soul of Money, Lynne Twist
Your Money or Your Life: 9 Steps to Transforming Your Relationship with Money and Achieving Financial Independence, by Vicki Robin
To help evolve our consciousness and transform our world, Margaret has developed a dream-mapping process and workbook to help clients manifest and live their dreams in alignment with their deepest values and life purpose. She also teaches on the topic of "prosperity and abundance consciousness", hosts holistic community gatherings, and is a founding member of Conscious Evolution Boston and Credit To The People evolutionary hubs.
What we appreciate appreciates. By practicing gratitude for the sacredness and richness of all of life that abounds all around us, we awaken ourselves to the miraculous gift of life and access the joy of its extraordinary journey. Practicing gratitude is also a gateway to attracting what we choose to create and manifest.
Margaret believes we live in an abundant universe and the ability to manifest, attract, and experience abundance, prosperity, and well-being is available to all. In particular, she believes we experience abundance when we are connecting to the flow of consciousness that guides us, aligning with our deepest values and life purpose, following our compass of joy, serving others, and living with trust, appreciation, and gratitude.