Adding Value Beyond Productivity: The Key to a Fulfilling Life

In today's modern and competitive world, many people tend to compare themselves with others and feel that they are not good enough. Society constantly sends messages that urge people to be smarter, more successful, more attractive, and more accomplished. With such noise around, it's easy to overlook the positive aspects of life. However, changing one's perspective can make a significant difference. By learning to appreciate every moment and focusing on the good things in life, one can experience joy and contentment despite their insecurities. This mindset shift can help people overcome their fears and anxieties, leading to a more fulfilling life.

Here is more about Kathleen Adams:

“Kathleen Adams, CFP® CPWA® is the co-founder of Second 50 Financial, empowering successful entrepreneurs and executives to plan for and envision a second 50 years filled with financial confidence, opportunity, and vitality. As a financial planner for over 20 years, she is in the lifestyle preservation business. 

She and her team have developed a unique process to address the expanded needs of successful business owners and entrepreneurs who are enjoying a wonderful lifestyle and require a different kind of financial plan for the second 50 years: Lifestyle Preservation Planning™ (LPP).  LPP™ starts with developing current and future income streams to support the owner's cashflow needs by strategically customizing wealth distributions with passive income sources. Planning to finance new opportunities, increase longevity through access to health and wellness breakthroughs, and enhance family relationships are all a part of preserving lifestyle. Appropriate investment management remains an essential component and when combined with LPPTM, the full potential of the second 50 years will be maximized. 

Kathleen is a member of the Investments and Wealth Institute, the Los Angeles Chapter of the Financial Planning Association, The Purposeful Planning Institute, the South Bay Estate Planning Council, The Napoleon Hill Foundation, The Lifetime Extender Affinity Group of Strategic Coach and Bruins Professionals. 

Kathleen has a Bachelor of Science degree from Loyola University in Chicago, graduating Magna Cum Laude. She earned her CERTIFIED FINANCIAL PLANNER™ certification and completed the Personal Financial Planning (PFP) designation program at UCLA Extension in 2003. In 2015, Kathleen earned the Certified Private Wealth Advisor ® designation, in advanced wealth management strategies and applied concepts through IWI in conjunction with The University of Chicago Booth School of Business as well as the Applied Behavioral Finance Certificate enhancing her industry knowledge.

Kathleen is originally from Chicago, IL, but has lived in Manhattan Beach for the last 30 years with her husband, 2 daughters and most recently, 3 grandsons”

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