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What is Values-Based Financial Planning?
More than just investing your money to increase your return, it is developing a financial plan that will help enable you to achieve goals that are aligned with your personal values.
You are a unique and wonderful individual. Your values determine who you are. Our job is to help you:
- Define, articulate, and prioritize your values
- Translate your values into goals
- Align your time, resources, and values
- Monitor your progress
- Adjust your strategy, if necessary
- Celebrate your success!
Aligning our resources with our values is an ongoing process, which may require lifestyle changes. Like athletes, we need to study the play book and practice.