In this week's episode, we'll discuss aligning your values with your wallet, identifying shared values, and how you can position your wallet to support your values. David Limerick is a Behavioral Financial Advisor with WeStreet Wealth Managment. He has over 15 years of experience helping people take control of their finances. If you're interested in a one-on-one with David, visit westreet.org/wealth-management

In this week's episode, we'll discuss aligning your values with your wallet, identifying shared values, and how you can position your wallet to support your values. David Limerick is a Behavioral Financial Advisor with WeStreet Wealth Managment. He has over 15 years of experience helping people take control of their finances. If you're interested in a one-on-one with David, visit westreet.org/wealth-management

In this week's episode, we'll discuss aligning your values with your wallet, identifying shared values, and how you can position your wallet to support your values. David Limerick is a Behavioral Financial Advisor with WeStreet Wealth Managment. He has over 15 years of experience helping people take control of their finances.&nbsp;If you're interested in a one-on-one with David, visit westreet.org/wealth-management

What is Value-Based Financial Planning?

Join David Limerick as he walks you through values-based financial planning to make the most of your money and your future. | Securities & advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). | www.finra.org | www.sipc.org | WeStreet Credit Union (WSCU) and WeStreet Wealth Management (WSWM) are not registered as a broker-dealer or investment advisor. LPL is not affiliated with WSCU or WSWM. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value. Financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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Join David Limerick as he walks you through values-based financial planning to make the most of your money and your future. | Securities &amp; advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). | www.finra.org | www.sipc.org | WeStreet Credit Union (WSCU) and WeStreet Wealth Management (WSWM) are not registered as a broker-dealer or investment advisor. LPL is not affiliated with WSCU or WSWM. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value. Financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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What is Value-Based Financial Planning?

What is Value-Based Financial Planning?