Last week I had a conversation with a couple that is considering hiring us. Often in these conversations, individuals come in oriented about amounts and accounts, but we quickly reorient the discussion to “Are you using your money to improve your life?” It is in this portion of the conversation that I made the statement, “Money isn’t just money.”
You would think that sentence might elicit a puzzling look, but it rarely does. People know.
When we talk about money, it’s easy to think of it as numbers on a screen or bills in a wallet. But for most people, money carries meaning far beyond its monetary value.
For one person, money means security, peace of mind and freedom from worry.
For another, it’s status, a way to signal success or belonging.
For others, it represents achievement, the tangible result of hard work.
And sometimes, it’s about power and control—the ability to make choices without constraint.
Understanding what money means to you is the foundation of sound financial planning. It’s not just about growing wealth—it’s about aligning your financial decisions with your values.
So ask yourself: What does money mean to me? The answer might surprise you—and it could change the way you plan for the future.
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/ SIPC.
This is a hypothetical situation based on real life examples. Names and circumstances have been changed. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your advisor prior to investing.