Wealth 360
FINANCIAL EDITION
The Enneagram, Meaning & Money
“Between stimulus and response, there is a space. In that space lies our freedom and our power to choose our response. In our response lies our growth and our happiness.”
-Dr. Viktor Frankl (father of logotherapy)
WEALTH 360 is...
a smart way to identify and connect the right financial professionals with the right investors
a new paradigm to understand and relate to finance, wealth and money
an effective way to communicate internally as a company and between professionals and clients
A personalized “concierge” approach For investors to experience their financial Planning & Process
A system designed to address, understand and alleviate our fears and anxieties around finances
a way to understand the deeper meaning of money in our Lives
WEALTH 360 will give you an entirely new perspective and set of tools to stop living in reaction to your money, markets, clients or circumstances and learn to choose your response.
WHY WEALTH 360
Welcome To WEALTH 360
I’m Dr. Baruch HaLevi, founder of The Defiant Spirit Coaching and Consulting and co-creator of the WEALTH 360 program with my partner and financial expert, Michael Finer.
We created WEALTH 360 to provide a new platform to relate to finances, communicate around money, and create true and lasting wealth.
Meet Financial Expert...
Michael S. Finer, CFP™, CLU, CPA, PFS
Michael Finer CFP™, CLU, CPA, PFS graduated from Babson College in 1987 with a B.S. Degree in Accounting and Economics. Simultaneously, as an ROTC scholarship recipient, he was commissioned as a Second Lieutenant in the United States Army. Continuing his education, Michael has received a Masters Degree in Taxation from Bentley University, a Masters Degree in Strategy and National Security from the Naval War College, and a Masters Degree in Strategic Planning from the Army War College.
Michael’s professional experience includes investment advising, accounting, tax, financial planning, investment planning, retirement planning, educational planning, insurance analysis and investment allocation analysis with Arthur Andersen & Co., Ernst & Young, CPAs, and Finer Financial & Tax, Inc. He has advised domestic and international entities on tax planning matters integrating advice with wealth planning strategies. Michael also served as the Chief Financial Officer in a Family Office with domestic and international operations. Additionally, Michael served for 30 years in the United States Army Reserve, and National Guard to include deployments to Hurricane Katrina and Iraq, and is a retired General of the Massachusetts National Guard.
WHAT IS WEALTH 360
WEALTH 360...
WEALTH 360 utilizes the Enneagram (pronounced any-uh-gram), a scientifically validated personality assessment and typing system. Much like its counterparts DISC, Strengthfinders, and MBTI, today it is a staple within companies, organizations, and industries of all types, to facilitate a better understanding of what we value, who we connect with, and how we communicate and move through the world. However, the defining difference of the Enneagram is that it provides us an entirely new way to understand how we, our clients and others react in all areas of life, but particularly when it comes to money, finances and wealth. Drawing upon the insights of Dr. Viktor Frankl, author of “Man’s Search For Meaning,” and logotherapy (meaning-centered living), together with the Enneagram, a powerful personality roadmap, you will gain insights, strategies and tools to communicate more effectively, personalize your clients’ experience, and better understand how they relate to money and how you can support them in achieving their goals.
Here’s How It Works
Enneagram Assessments
We administer Enneagram assessments to identify clients’ type along with a host of other relevant data and analytics utilized in the educational and training process
Enneagram Education
We provide WEALTH 360 educational materials (executive summaries, e-books, and online programs,) educating all of the stakeholders (professionals, adminstration, clients)
Enneagram Training
We offer WEALTH 360 training and coaching, empowering our clients how to fully engage and maximize the Enneagram. This can be for the professionals, teams or clients
Connect WIth Us
Whether you are a financial service provider or an investor, we would love to hear from you and discuss how we might best serve you. Feel free to reach out. We’d love to hear from you. Email us below or call: 720.930.4972