Episode 5: Values Based Planning – Matter Before Money

Feb 26, 2021

Putting together a solid financial plan isn’t just about dollars and cents.  You need to determine the “values” that surround your decision making to make sure you stay centered around “who you are” not just how much is showing on your statement.  Listen to Isaac and Ricky discuss some of characteristics of a successful financial plan based on this very mindset!

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