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Clarify Values and Purpose
The financial-plan-in-a-binder doesn't help clients change their behavior. Real change only happens when a client can get their values, purpose, and finances to align. Your role in connecting those together is pivotal. On this Elementality, Reese and Carl look at how to help clients better understand the relationship between values, money, and happiness.
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By Jordan Haines, CFP®
4.8
3535 ratings
The financial-plan-in-a-binder doesn't help clients change their behavior. Real change only happens when a client can get their values, purpose, and finances to align. Your role in connecting those together is pivotal. On this Elementality, Reese and Carl look at how to help clients better understand the relationship between values, money, and happiness.
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