<ol> <li>Why a family first approach can help drive clear decisions with your money.</li> <li>Portfolio considerations when setting up your finances around “who you are”.</li> <li>Why enjoyment matters when building out your financial plan.</li> </ol>

Why a family first approach can help drive clear decisions with your money. Portfolio considerations when setting up your finances around “who you are”. Why enjoyment matters when building out your financial plan.

Episode 5: Values Based Planning – Matter Before Money

Isaac discusses different aspects of financial planning.

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Episode 5: Values Based Planning – Matter Before Money

Episode 5: Values Based Planning – Matter Before Money