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Coaches Corner

Financial Life Lessons

by Julie Murphy Casserly

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Not long after I started my financial planning firm in 1995, I discovered something that was never taught to me in business school.  It’s the notion that every person has their own unique and personal relationship with money.  I consistently saw how my clients’ emotions were responsible for how they made money, how they kept it, or conversely, how they accumulated debt.

Therefore, I’ve made it my mission, and have built a successful practice, on delving into the emotion and psychology behind my clients’ monetary issues.  I’ve found that by digging deep and really understanding my clients, I am able to put them on a financial path that is right for them, and only them.  

It’s my hope that everyone discovers financial abundance by opening their eyes to the possibilities of a new reality– a reality filled with happiness, prosperity and inner peace.  Here are some of the financial insights I have learned over the years that have helped my clients obtain financial happiness.

Be true to yourself.
Answer this question: What is the most important thing in your life?  Is it your spouse, kids, siblings, parents, your health, career, hobby, pets? Now think about how you are currently living your life.  Are the two consistent?  For much of my life, I was living a life of inconsistency and could have manifested happiness (and wealth) much faster had I listened to my inner compass.  

Open your world to the possibility that you can achieve your innermost desires and dreams. And don’t let anything stop you from reaching these goals. Whether it’s starting your own business, or traveling the world, find this passion and live it.

Do what you are passionate about, the money will follow!

Like most people, I always thought that if you had millions, life was better.  I also always thought that the surest sign of wealth was having lots of stuff, and that stuff was the key to happiness.  I’ve since learned that my life doesn’t have to be dictated by money.  And your’s doesn’t either!  Wealthy people are not necessarily the ones who have more.  The richest people are the ones who put their passions at the center of their universe.  When you are living a life of passion, the money will follow!  Wealth is truly a state of mine.  It involves being rich in every facet of your life.

Harmonize your financial, family and personal worlds
Many of those I have counseled over the years are filled with shame, blame and guilt.  Often times this is because they are dedicating too much of themselves to one area of their life.  If you focus on the financials, you are likely at the office for the majority of the day, and then feeling guilty for missing out on quality time with family and friends.  When your life is off-balance, happiness will never be achieved.  An important step on your financial journey to happiness and abundance is to define your ideal life from every aspect.  Once you acknowledge what this is, create a personalized plan to realize these ideals.

In closing, abundance isn’t just money.  It’s also about tapping into what you truly value –joy, hope, honesty, love and compassion.  Find your inner desire, follow it and you will truly have it all -- money and happiness!  

About the Author: Practitioner Julie Murphy Casserly, CLU, ChFC, CFP®, is a 14-year veteran of the financial services industry and founder of JMC Wealth Management in Chicago. For more information, please visit

Chicago Healers is the nation’s pioneer prescreened integrative health care network, offering a comprehensive understanding of each practitioner’s services, approach, and philosophy.  Our holistic health experts teach and advocate natural and empowered health and life choices through their practices, the media, educational events, and our website.  With close to 200 practitioners and over 300 treatment services, Chicago Healers has provided nearly 400 free educational events for Chicagoans and has been featured in 300+ TV news programs and print publications.  For more information, please visit

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