When it comes to financial planning, we always start with the goal in mind. What do we want to do, where do you want to go in life, etc., and then we apply capital to achieve that goal. We have many clients who talk about setting goals for higher net worth, and that’s a great goal to have. We make that happen. However, in the end, we find that clients aren’t fulfilled. You may be thinking, “but, if we’re not doing something productive with our money, what’s the point,” right? Wrong! Your most cherished memories aren’t, “oh hey, I made a million dollars,” they are family vacations or giving back to others–investing in yourself and those around you. If you cherish values of connectedness, adventure, or whatever that may be, why aren’t you investing in that? 

In this new episode of A Place of Possibility, we’re diving into discussion on aligning money and values. This includes:  

• How to recognize your values 
• What true money/values alignment might look like 
• Why you should invest in the darned vacation  
• How to get back on track if your actions aren’t aligned with your behavior 
• If family time or vacations aren’t your thing, how else can you integrate your values and financial decisions 

 

And more!  

It’s time to stop struggling and start enjoying the wealth you have, regardless of how much you have. Start thinking about your most cherished moments in life, and let’s take a look at if you’re investing in even more of those moments now. So join us, grab your headphones, and press play.