Traditional personal finance often focuses solely on the "how"—budgeting, saving, and mechanical wealth accumulation. But a bigger bank account doesn't always lead to a meaningful life. In this session, investor and author John Coleman challenges the standard formula for happiness by offering a mindset that puts human flourishing at the core of your finances. Drawing from his six-part framework, John provides a roadmap to help you use your wealth to find greater significance, ensure your actions have a lasting impact, and align your financial decisions with your deepest values.

Key Takeaways:

• Shift from a mindset of accumulation to one of purpose, learning to save for freedom and spend for maximum impact.
• Integrate purpose into your professional life and use your financial means as a tool to help others and foster community flourishing.
• Apply counterintuitive principles to your financial planning to ensure the well-being of your family and create a positive, long-term influence.

About the Author:

John Coleman is the Co-CEO and Managing Partner at Sovereign’s Capital, an investment firm spanning public equities, private equity, and venture capital. With a career built at McKinsey & Company, Invesco, and Bridgewater Associates, John is a leading voice on purpose-driven leadership and high-stakes finance. A frequent contributor to Harvard Business Review, his work has been featured in the New York Times, Wall Street Journal, and Financial Times. He is the author of several books, including Miracles and The HBR Guide to Crafting Your Purpose, with his latest, Good Money, released by Harvard Business Review Press. A graduate of Berry College (summa cum laude), John holds an MBA with High Distinction from Harvard Business School and an MPA from the Harvard Kennedy School. He has been recognized as a Presidential Leadership Scholar and a Council on Foreign Relations Term Member.