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Health and wealth
Money is the No. 1 source of stress for 73 percent of Americans, according to a recent survey conducted by the American Psychological Association—"and stress over money definitely has an effect on your physical well-being," says Zaifman, who teaches a Financial Wellness Series at Santa Rosa's Integrative Medical Clinic.
These connections are prompting experts to redefine their concept of financial fitness. "It's about attending to both the financial and the emotional aspects of our money lives, and integrating our beliefs, needs, values, relationships, passions and desires into our decisions about earning, spending and investing," says Levinson.
Advisors like Peck help create portfolios that reflect this. He wants people to ask themselves, "How is what I'm doing with my money helping to build a better world?" Similarly, Price queries her clients, "How are you using money in your life to transform yourself and the world around you?"
These are the right questions, says Lynne Twist, author of The Soul of Money: Transforming Your Relationship With Money and Life. "When our money life aligns with our heart and soul, that's financial wellness, that's prosperity," says Twist. "It's through the act of generosity that we experience our financial wellness."