Design Your Dream, Then Fund It: Values-Aligned Wealth with Caroline Tannis
In this episode of The Bigger Braver Life Show, I cover the intersection of leadership, money clarity, and personal optimization with my guest, Caroline Tannis, MBA, CDFA® a financial advisor and strategist helping ambitious women and families build wealth aligned with their real lives.Leadership isn’t just about numbers, revenue, or the bottom line. It’s about people. It’s about presence. It’s about the nervous system health of the leader and yes, that includes your relationship with money.I believe leadership is personal before it’s professional. The culture you create, the tone you set, and the results your team delivers all start with your internal capacity. If you’re burned out, maxed out, or operating from survival mode, your organization will feel it. This conversation is your invitation to bring money into alignment with your values, so your financial plan actually supports the life you want.In this episode, we discuss:Alignment > optics: ditching “cover of the book” lifestyles (cars, designer, party tabs) to fund what you truly want.Money stories & origin: how family, culture, and comparison fuel spending—and how to reset with clarity.Seasons of life: recession talk, layoffs, and why cash buffers + flexible plans protect mental bandwidth.Goal-based planning: college, retirement, big purchases funding the right goals (not the internet’s).Business owners & families: cash flow, risk, insurance, and simple systems that make wealth sustainable.Practical first steps: forgiveness for past spending, opening the statements, knowing your numbers.Clarity practices to build a vision you’ll actually follow.Remember:If the inside doesn’t match the outside, money feels hard. Fix the inside first.You can’t reach their goals and feel fulfilled.. fund your vision.Clarity + simple systems beat willpower every time.Resources & Next StepsStart your self-development journey with Angela:Private 1:1 Leadership & Mindset CoachingLake Como Leadership Reset (2026) — limited spots for female leaders; transformational, restorative, intentionalConnect with Caroline Tannis, MBA, CDFA® for goal-based planning, cash flow, retirement, investments, college, protection planningWebsite: https://tanisfingroup.com/Instagram: @tannisfingroupContact Angela at [email protected] and join the newsletter today!Thanks for listening! If you enjoyed this episode, subscribe to the Podcast and leave a review so it reaches more leaders like you!You can reach Angela here: Instagram & LinkedIn @theangelamariewilliamsLearn more, add more resources to your toolkit, and apply to work with Angela here: https://www.angelamarie.co/Music Credit: Produced by G-Rod*While Angela is a licensed psychotherapist, this show is purely for educational and entertainment purposes only, and is not a substitute for mental health treatment. This podcast is for informational purposes only and should not be considered legal health advice.