Financial Confidence, Moving from fog to focus - Lighthouse Lab with Naomi Fein and Daniel Alberts

Financial Confidence - Moving from fog to focus
Most of us have experienced it. We know we should have a clearer picture of our finances, but somehow the pieces remain scattered. Money sits in different accounts, pensions and investments; business and household finances overlap; future goals compete with today’s demands. We may be doing many things right and still wonder: Am I actually on track?

For the Lighthouse Lab, Naomi Fein will be joined by Daniel Alberts, founder of CoherenceWorks, for a practical exploration of how to move from financial fog toward greater clarity and confidence.

Daniel’s work focuses on helping people make sense of complex financial lives by stepping back and seeing the whole picture. In this interactive session, he will introduce the Personal Wealth Canvas, a simple framework for connecting the life you want with the money, resources, decisions and actions that can help make it possible.

Rather than trying to solve everything in an hour, participants will identify what matters most, take stock of what is already working, notice areas that need attention, and begin defining their next moves.

What is the Lighthouse Lab?
The Lighthouse Lab is a series of mini-workshops hosted by Naomi Fein and a guest co-host. Each lab explores ways to navigate our business and life through a new lens, approaches, and models. They are a space to experiment and explore.