With inflation rates on the rise in the U.S. and fears of a cost of living crisis, many are naturally concerned about what that means for their personal finances. A recent survey found that 77% of Americans report feeling anxious about their financial situation. Not having enough money to retire, keeping up with the cost of living, and managing debt levels were among the top concerns.

Caroline Madison, a Buddhist private wealth advisor for Rockefeller Capital Management, knows how many people have fear around money. She has been in the financial industry for over 15 years spending eight years of that as a private wealth advisor with a mission to help others. She believes that money is energy with the purpose of bringing stability, ease and joy. 

Caroline Madison, private wealth advsior at Rockefeller Capital Management
Caroline Madison, private wealth advsior at Rockefeller Capital Management

Her upcoming book, Goals Gone Wild, focuses on helping people overcome their limiting beliefs and changing their mindset in order to help them manifest their goals, particularly those around money.

She believes that the sky is the limit when it comes to setting goals saying, “don’t limit your challenges, challenge your limits!”

Yet even Madison has had her challenges along the way. She found herself having to navigate the circumstances of getting back into the workforce and managing her own finances which seemed terrifying at the time after her marriage fell apart, since her husband had control over everything.

Yet armed with the right tools and mindset, Madison got back on track and has since set out to be the best private wealth advisor possible so she can help others. She believes strongly in empowering women to reach their goals and overcome their obstacles.

As a personal wealth advisor who is passionate about helping others she admits she has a sweet spot for entrepreneurs. Many entrepreneurs get caught up in their finances but Madison sees herself as a personal CEO helping her clients manage their finances so that they can get back on doing what they love and growing their business 

The right mindset is critical to success according to Madison, who says, “Everything is mindset and it takes a lot of strength to have belief in self and go for your passion and dreams.”