including an exercise to help clients uncover what matters most to them.
by rory henry
the holistic guide to wealth management
values-based financial planning is an approach to financial planning that takes into consideration an individual’s unique values, beliefs and goals – in addition to their financial situation – to create a customized and sustainable plan. unlike traditional or goals-based financial planning, which may not fully consider the role of personal values when making financial decisions, values-based financial planning aims to align a person’s financial plans with their life purpose and goals.
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brendan frazier believes that understanding our clients’ values is crucial for establishing a strong foundation in the discovery meeting. he explains that values shape our goals, and our goals shape our behaviors. by uncovering what truly matters to our clients, we can align their financial plans with their core values, creating a sense of purpose and motivation.
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