Lee Generous
Bio
Lee Generous, founder of Generous Wealth Management, is a ChFC, EA, and Dope CFO Advisor specializing in tax, investment, and wealth planning.
Portfolio: https://leegenerous.com
Portfolio 2: https://leemichaelgenerous.com
Stories (7)
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Connected Wealth: Why Strong Networks Are Essential to Smarter Financial Planning
Financial planning is often associated with spreadsheets, forecasts, and long-term projections. While these technical elements are essential, they represent only one side of the process. Relationships, shared knowledge, and access to broader communities strengthen a truly effective financial plan. Networks—both personal and professional—play a critical role in shaping smarter, more resilient financial strategies.
By Lee Generousabout 8 hours ago in Education
Finding Balance Beyond the Desk: What the Outdoors Teaches Us About Work and Life
Modern work often pulls people toward constant motion, endless notifications, and blurred boundaries between professional and personal time. As responsibilities grow, many struggle to find a rhythm that supports both productivity and well-being. However, the outdoors offers powerful lessons about balance that feel increasingly relevant in today’s fast-paced world. By observing nature and spending time outside, people can rediscover healthier ways to structure their work and lives.
By Lee Generous21 days ago in Education
Making Smarter Money Moves: How Networking Strengthens Your Financial Decisions
Improving your financial life isn’t only about understanding budgets, credit scores, or investment strategies—it's also about the people you surround yourself with. Networking plays a decisive role in shaping financial decision-making by providing access to knowledge, support, and diverse perspectives. Whether it’s learning through shared experiences, discovering new resources, or gaining confidence from trusted peers, networking helps individuals approach money with greater clarity and insight. In a world where financial choices can feel overwhelming, having the right network can make all the difference.
By Lee Generous27 days ago in Education
Educating Teams on Aligning Corporate and Personal Goals
Aligning corporate and personal goals is a meaningful process that helps organizations and individuals grow together. When employees understand how their ambitions connect with the company’s mission, they gain a clearer sense of purpose and direction. At the same time, organizations benefit from greater engagement, higher productivity, and stronger commitment from their teams. This mutual support creates an environment where learning, improvement, and shared success become natural parts of daily work.
By Lee Generousabout a month ago in Journal
Modern Financial Skills for Today’s Families and Independent Business Owners
Developing consistent financial habits helps families and entrepreneurs build stronger futures. When households begin monitoring their income and expenses, they gain better control over daily spending. Moreover, this awareness allows them to identify areas where they can cut costs and redirect money toward long-term goals. By establishing household budgeting routines, families create stability and reduce financial stress.
By Lee Generous2 months ago in Education
Building Wealth for the Future: Top Investment Options for Long-Term Family Stability
Every family wants a future filled with security, opportunity, and financial comfort. One of the most effective ways to achieve this is through long-term investing. Smart investments help families grow their wealth, protect themselves from inflation, and prepare for primary life goals such as homeownership, education, and retirement. While saving money is essential, investing allows families to build wealth much faster by putting their money to work over time.
By Lee Generous2 months ago in Education
Technology’s Impact on Modern Wealth Management
The world of wealth management is experiencing a remarkable transformation. Technology, once a supporting tool, has now become the driving force behind how investors plan, grow, and protect their wealth. From artificial intelligence to mobile banking platforms, technology is reshaping the financial landscape with speed and precision. As innovation continues to accelerate, wealth management has evolved into a more intelligent, data-driven, and personalized experience.
By Lee Generous2 months ago in Motivation
