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Achieve Financial Purpose Beyond Your Bank Balance with Melissa Hoyer, CFP®, CPCC™

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Content provided by Truly Passive LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Truly Passive LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Meet Melissa Hoyer, CFP®, CPCC™, who specializes in guiding inheritors through the complexities of managing significant wealth. With nearly 20 years of experience, she integrates financial planning with personal coaching, helping clients align their wealth with their values and life goals. Gain insights on how to effectively manage and purposefully align your wealth.

Key takeaways to listen for

  • [10:25] Unique challenges faced by inheritors
  • [18:48] Importance of simplifying complex wealth structures
  • [24:52] A concept of wealth anonymity and why it’s crucial for inheritors
  • [34:17] How to prepare for and manage significant wealth transitions
  • [43:07] The critical role of family dynamics in wealth preservation

Resources mentioned in this episode


About Melissa Hoyer, CFP®, CPCC™

Melissa Hoyer, CFP®, CPCC™, is a financial planner and wealth coach at The Wealth Conservancy, specializing in empowering clients to manage their wealth in alignment with their values. She holds a B.A. in French from the University of Iowa and a Certificate of Interior Design from the Harrington Institute of Interior Design in Chicago. Melissa's diverse background includes experience in human resources at Arthur Andersen and a successful coaching practice. She is passionate about helping clients achieve financial harmony and fulfillment. Outside of work, Melissa enjoys hiking, family weekends in the mountains, jewelry making, cooking, and volunteering with Greenhouse Scholars. She is dedicated to exploring ways to live joyfully and harmoniously with others and the natural world.


Connect with Melissa


Follow Us On Social Media

YouTube: Truly Passive Income

TikTok: @trulypassiveincome

Instagram: @truly_passive_income

Facebook: Truly Passive

Twitter: @trulypassive

Download Our FREE Passive Investor Toolkit

Everything you need to get started in passive investing - Download Here

  continue reading

91 episoade

Artwork
iconDistribuie
 
Manage episode 463381097 series 3486025
Content provided by Truly Passive LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Truly Passive LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Meet Melissa Hoyer, CFP®, CPCC™, who specializes in guiding inheritors through the complexities of managing significant wealth. With nearly 20 years of experience, she integrates financial planning with personal coaching, helping clients align their wealth with their values and life goals. Gain insights on how to effectively manage and purposefully align your wealth.

Key takeaways to listen for

  • [10:25] Unique challenges faced by inheritors
  • [18:48] Importance of simplifying complex wealth structures
  • [24:52] A concept of wealth anonymity and why it’s crucial for inheritors
  • [34:17] How to prepare for and manage significant wealth transitions
  • [43:07] The critical role of family dynamics in wealth preservation

Resources mentioned in this episode


About Melissa Hoyer, CFP®, CPCC™

Melissa Hoyer, CFP®, CPCC™, is a financial planner and wealth coach at The Wealth Conservancy, specializing in empowering clients to manage their wealth in alignment with their values. She holds a B.A. in French from the University of Iowa and a Certificate of Interior Design from the Harrington Institute of Interior Design in Chicago. Melissa's diverse background includes experience in human resources at Arthur Andersen and a successful coaching practice. She is passionate about helping clients achieve financial harmony and fulfillment. Outside of work, Melissa enjoys hiking, family weekends in the mountains, jewelry making, cooking, and volunteering with Greenhouse Scholars. She is dedicated to exploring ways to live joyfully and harmoniously with others and the natural world.


Connect with Melissa


Follow Us On Social Media

YouTube: Truly Passive Income

TikTok: @trulypassiveincome

Instagram: @truly_passive_income

Facebook: Truly Passive

Twitter: @trulypassive

Download Our FREE Passive Investor Toolkit

Everything you need to get started in passive investing - Download Here

  continue reading

91 episoade

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