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Procyon Perspectives

The world as we see it

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01.28.2021

Healthy, Wealthy, and Wise: Optimize Your Financial Health For The Longevity

Personal finance

Caroline Wetzel, CFP® and Natural Nutmeg Magazine 10 Best Life/Business Coach will share the biggest financial concerns in today’s Longevity Economy and questions to evaluate your readiness for a satisfying future. Watch the replay below!  

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09.14.2020

What’s Your Money Story? This Is So Not Your Typical Financial Talk

Personal finance

Procyon’s own Caroline Wetzel and trained Mediator, Colleen O’Neil, enjoy a real conversation about our relationship with money. Click the link below to watch the video and check out these highlights: 2:45 – Caroline shares her money story and how life not happening according to…

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05.01.2020

Financial Planning: Building Your Personal Roadmap

Private wealth management & investing

When you hear the phrase “financial planning” what comes to mind? These two words can conjure up a variety of emotions and expectations.

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