Holistic Financial Planning, Early Retirement, Conscious Wealth David Lundberg, MBA, MSCJ, Founder, Financial Planner Holistic Financial Planning, Early Retirement, Conscious Wealth David Lundberg, MBA, MSCJ, Founder, Financial Planner

Clarity Before Strategy: Why Human Centered Planning Creates a Richer, Happier Retirement

Most retirement plans are built by software. We believe planning should begin with the human first. This article explores why clarity, life vision, and human-centered planning create a richer, happier retirement than spreadsheets alone.

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Wellness & Wealth Integration, wellness and wealth, Holistic Financial Planning David Lundberg, MBA, MSCJ, Founder, Financial Planner Wellness & Wealth Integration, wellness and wealth, Holistic Financial Planning David Lundberg, MBA, MSCJ, Founder, Financial Planner

Mindful Wealth: How Breathwork & Presence Create a Happier Path to Retirement

Most people try to plan retirement from a stressed mind and tense body. This guide explores how mediation, breathwork, and nervous system awareness create clearer money decisions and a happier, more aligned path to retirement.

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Early Retirement, tax strategy, Holistic Financial Planning, Spiritual Wealth & Alignment, Virtual Financial Planning, North Carolina Financial Planning David Lundberg, MBA, MSCJ, Founder, Financial Planner Early Retirement, tax strategy, Holistic Financial Planning, Spiritual Wealth & Alignment, Virtual Financial Planning, North Carolina Financial Planning David Lundberg, MBA, MSCJ, Founder, Financial Planner

The Awakened Path to Retiring Earlier, Wealthier & Happier

A conscious, tax-smart approach to financial planning for modern families in NC, AZ, and virtually. Discover how spiritual alignment, early-retirement strategy, and flat-fee fiduciary guidance help you retire earlier, wealthier, and happier. With clarity, conscious alignment and peace. 11/19/2025 David Lundberg MBA MSCJ Financial Planner and Founder

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