The Financial Purpose Podcast

Ep 4: What is your financial purpose?


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What exactly is financial purpose?

It’s the underlying reason behind your financial decisions, rooted in your values and priorities. This goes beyond just dollars and cents, helping you make decisions that align with what matters most to you.

By focusing on your financial purpose, we shift the conversation from affordability to achieving what’s truly important.

Listen to discover how the core element of our approach to financial advice centers around your financial purpose.



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit thefinancialpurpose.substack.com
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The Financial Purpose PodcastBy Dale Shafer II, CFP®, APMA®, CDFA®