In this episode of Give It A Nudge, Steve is joined by Neelan Sornalingam, a financial advisor passionate about transforming how clients manage and think about their finances. 

During their talk, Neelan explains the importance of having clear, defined life and financial goals before getting into the nuts and bolts of financial planning. He believes that aligning financial strategies with personal dreams, whether those are as straightforward as saving for retirement or as unique as buying an island or starting a bee farm, is crucial.

The conversation also touches on Neelan's insights into personal growth, the benefits of building a strong team around him, and his commitment to continuously improving the services his firm offers. They discuss the broader effects of financial planning, like how it influences lifestyle choices, helps ease financial stress, and the deep satisfaction Neelan gets from making a real difference in his clients' lives. Neelan wraps up by sharing his excitement about the future and his ongoing efforts to make his firm even better.

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