Holistic Financial Planning - the Intersection of the Emotional and the Empirical

What if your money wasn’t just numbers on a screen, but a mirror of your values, your stories, and your dreams? In this new episode of To Hum is Human, I sit down with Lou Davis, Financial Planner & Advisor at Davis Financial Group, for a powerful conversation.

We explore the money stories we inherit from our families, culture, and lived experiences, and how those narratives shape the way we relate to abundance, security, and risk. Lou shares how combining data with deep empathy can actually soothe financial anxiety and bring real clarity, making planning feel less intimidating and more empowering. We also talk about what it truly means to create a values-aligned financial plan and why socially responsible and sustainable investing is more possible and more impactful than ever.

Lou’s path, from the music industry and tech startups to holistic financial planning, is full of unexpected turns, heart, and so much wisdom. This episode is an invitation to look at your finances with more compassion, more consciousness, and yes… more intuition.

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