8 Dimension of Wellbeing & Values Based Advice [Getting Started]

What are the 8 Dimensions of Wellbeing?

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1. Emotional wellbeing: Values-based advice can help clients make financial decisions that reduce stress and anxiety, which can positively impact emotional wellbeing.

2. Intellectual wellbeing: By aligning financial decisions with a client's personal values and beliefs, values-based advice can help clients feel more engaged and interested in their financial plan, which can positively impact intellectual wellbeing.

3. Physical wellbeing: Values-based advice can help clients make financial decisions that support their physical health, such as investing in a gym membership or prioritizing healthy eating.

4. Social wellbeing: By understanding a client's values around relationships and community, values-based advice can help clients make financial decisions that support positive social connections and a sense of belonging.

5. Occupational wellbeing: Values-based advice can help clients make financial decisions that align with their career goals and values, which can positively impact occupational wellbeing.

6. Environmental wellbeing: By understanding a client's values around sustainability and environmental responsibility, values-based advice can help clients make financial decisions that align with their environmental goals.

7. Spiritual wellbeing: Values-based advice can help clients make financial decisions that align with their personal sense of purpose and meaning, which can positively impact spiritual wellbeing.

8. Financial wellbeing: Ultimately, values-based advice is aimed at helping clients achieve financial success while staying true to their personal values and beliefs, which can positively impact overall financial wellbeing.

Take a deeper look into the 8 Dimensions of Wellbeing by accessing our Product Guide; Understanding the 8 Dimensions of Wellbeing [Product Guides]