Shelby Clements, CFP^®, CPA

How do I help clients live a richer life?
As the Personal CFO to our clients, it is my goal to listen and understand what is most important to each client. My team and I then craft a plan to help the families we serve feel secure and empowered to pursue what is most important. Family, friends, causes, passion projects, travel. These are the building blocks of a richer life. When we feel secure and understood we can pursue what truly matters, we can pursue a richer life.

How do I align my time and money with my values and passions to Live a Richer Life?
At Brighton Jones, we encourage our clients to align their time and money with the people and activities that are most important to them. Several years ago, I took to heart this advice when I purchased a small sauna for my apartment. I love the sauna because it helps me unwind from the day and makes me feel good. It has also allowed me to have meaningful conversations with the people I care about. Once a week, I try to sauna with friends or family because I love the fantastic conversation and connection created by the heat.