• Building a Values-Based Financial Plan

  • Jul 16 2024
  • Duración: 6 m
  • Podcast

Building a Values-Based Financial Plan

  • Resumen

  • When you think about your finances, you probably don’t simultaneously consider your core values. But... maybe you should! In this episode, you'll learn why it’s important to get a bit introspective about your finances and consider things like your intrinsic values. This can take some getting used to if you’re not accustomed to thinking about your finances in a values-based way – and it may even feel like the values that guide your life and the pursuit of money are at odds with each other. But, that doesn’t have to be the case. Listen now to learn more!

    For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.

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