Partnership
Dual Expertise, Single Goal
Wise Women Prosper and Awaken Financial Designs have forged a unique partnership that combines their strengths to provide comprehensive financial advisory services to their clientele.
Wise Women Prosper, a firm dedicated to empowering women in their financial journeys, uses the symbol of the Valkyrie from Norse mythology to represent the guidance and strength it offers its clients. The Valkyrie, known for her courage and leadership, embodies the spirit of the women served by the firm. This symbolic representation underscores Wise Women Prosper’s commitment to guiding women toward a prosperous retirement with confidence and resilience.
On the other hand, Awaken Financial Designs serves a co-ed clientele and is symbolized by the infinity symbol intertwined with a heart shape. This emblem reflects the firm’s belief that financial advice is a lifelong journey with generational impacts. The infinity symbol signifies continuity and the endless potential of financial planning, while the heart shape emphasizes the care and dedication put into creating personalized financial strategies that resonate with clients’ values and aspirations.
Both firms recognize that financial topics can be a significant source of anxiety for their clients. To address this, they incorporate mindfulness techniques into their advisory processes, aiming to reframe feelings of dread or heightened anxiety into positive, motivating experiences. When presenting financial education, they acknowledge the common physical and emotional responses, such as a racing heart or a sense of dread. Their goal is to empower clients by helping them reframe these sensations as signs of progress and opportunity. For instance, that piercing feeling in the heart during financial discussions is retrained as a signal of moving forward, rather than a hindrance.
By encouraging their clients to view stress as a positive motivator, Wise Women Prosper and Awaken Financial Designs help individuals recognize these feelings as natural parts of the financial planning journey. This acknowledgment serves as a catalyst for clients to take control of their financial futures. Additionally, both firms teach breathing techniques to manage stress, transforming it from a source of anxiety into a signpost toward a more prosperous and controlled future. This approach not only alleviates immediate stress but also fosters a sense of empowerment and confidence, enabling clients to navigate their financial paths with greater ease and assurance.
Meet the Awaken Team
David Lundberg
Wealth Advisor & CEO
Marine Corps Combat Veteran
Ashley Lundberg
Financial Educator & COO
Veronica Aguilera
Wealth Advisor & CEO