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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.


For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  408-244-2448