We are a group of professionals from the financial and positive psychology field who have developed a program to help financial advisors create a better model for connecting the “why” behind the money their clients invest.
We help advisors make a positive impact on their clients lives, which in turn, helps to separate them from the commoditization that is occurring around investing money. We have taken great care in creating Investing You, to allow life planning success in an easier to use, more scientific way, than compared to conventional approaches.
Given the vital role money plays in life, the financial planning process has naturally evolved from just helping clients function financially to include broader and more in-depth planning, but needs to be more effective in the ability to align the client's money to their life’s aspirations and values. We are dedicated to providing you, the financial professional, with the latest evidence based, client centric approaches to connecting money to life, ultimately leading to better outcomes for your clients.
Louis Wray, founder of Investing You, pioneered a forward-thinking approach for helping financial professionals better align money around client life goals, ultimately creating better outcomes for the person and stronger loyalty toward the advisor. Louis has over 30 years of experience as a financial professional. He is very passionate about the application of money for creating a better life experience for investors, and the community around them.
In May 2006, he graduated from the prestigious Masters in Applied Positive Psychology program at the University of Pennsylvania. At the time, this program was the first master’s program in the world to offer in-depth study of the science of well-being and continues to be led by renowned psychologist, Dr. Martin Seligman. Louis’ entire application for this Masters program was centered around the connection between money and happiness, in particular retirement well-being. He has since expanded his interest to include all life stages and the role money plays in creating optimal well-being throughout one’s life.
Louis has been a frequent speaker, radio show host, and writer of topics focusing on financial and personal well-being.