The Alignment Index: 10 Categories Of Life That Matter Most


 

The Alignment Index: 10 Categories Of Life That Matter Most

Zach Conway: We know that returns in investment portfolios don’t really define our happiness. That’s why investors should remember to take care of the other areas of life that matter most. As advisors, we try to lead clients toward aligning life and wealth. To that end, we actually score client satisfaction on a 1 to 10 scale in 10 categories of life that we think have the greatest influence on our wellbeing. Categories in our Alignment Index include leisure, work, relationships, charitable giving, home, sense of freedom, sense of security, family, ongoing education, and health. It’s amazing how just starting the conversation in these different aspects of life can get people to break out of routine and make positive changes. We get so stuck in patterns that we forget to take a step back to try to understand why we feel dissatisfied. In pinpointing areas of weakness, people can start to adjust. Think of the categories I just listed and think about where you might fall short. Maybe you don’t really like where you live. Or maybe your job isn’t truly fulfilling. Maybe your helping people financially that should be helping themselves. Maybe your health burdens you. Or maybe you haven’t been spending enough time with the family. In upcoming podcasts, we’re going to highlight how each of the 10 categories in our Alignment Index can influence your life. In the meantime, go check out our website, www.conwaywealthgroup.com, to take our Alignment Index quiz and see how you score.