The overlooked asset in financial planning: your own well-being
What is wealth?
According to Google’s AI Overview, wealth in financial services is defined as:
“The total net value of all assets owned by an individual or household, including financial holdings and property, minus any outstanding debts or liabilities.”
In other words, the cold, hard numbers.
This is what financial professionals are trained to deal in.
It’s how qualifications are earned and how value is usually measured.
And yet… a fundamental shift is taking place.