Hey Danville! Integrate Your Values with Your Financial Decisions

Danville CA

29 September, 2021

4:50 PM

Description

Hey Danville neighbors, we are excited to share with you how to keep your values when making financial decisions! Listen or Watch Now! >> When it comes to financial planning, we always begin with the end in mind. What do we want to do, where do you want to go in life, etc., and then we apply capital to achieve that goal. We have many clients who talk about setting goals for higher net worth, and that’s a great goal to have. We make that happen. However, in the end, we find that clients aren’t fulfilled. You may be thinking, “but, if we’re not doing something productive with our money, what’s the point,” right? Wrong! Your most cherished memories aren’t, “oh hey, I made a million dollars,” they are family vacations or giving back to others–investing in yourself and those around you. If you cherish values of connectedness, adventure, or whatever that may be, why aren’t you investing in that? In this new episode of A Place of Possibility, we’re diving into discussion on aligning money and values. This includes: How to recognize your values What true money/values alignment might look like Why you should invest in the darned vacation How to get back on track if your actions aren’t aligned with your behavior If family time or vacations aren’t your thing, how else can you integrate your values and financial decisions And more! It’s time to stop struggling and start enjoying the wealth you have, regardless of how much you have. Start thinking about your most cherished moments in life, and let’s take a look at if you’re investing in even more of those moments now. So join us, grab your headphones, and press play.  Free Resource: Did you mention “Guide” above? Why yes, yes we did. We’re proud to present you with our “Know Your Possibilities Guide,” a tool and free resource for you to take notes, review, keep on hand, or even share with your friends and family. So grab your copy, by following this link. You’re just minutes away from discovering your next Place of Possibility. P.S. Looking to meet with Richard or Angela? Want to discuss more of what you heard in this episode? Wondering where the heck you need to get started or what all of this means for your retirement plans? Scheduled free 30-minute session and find the peace of mind you deserve for the rest of your life. Tune In! >>