Values-based Financial Planning: The Art of Creating an Inspiring Financial StrategyWhether you're already well-to-do or just beginning to build a nest egg, this book will help you to make smart financial choices based on what's important to you ... |
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achieve your goals Amount needed answer assets CASH RESERVES Certified Financial Planner chapter checklist clients coaching Collaborator complete continue as needed Create a Financial current financial reality Dale continues debt Delegator describing the feelings disability Do-it-yourselfer Family Freedom Security feelings and thoughts financial advisor financial documents financial future financial information financial picture financial planner financial products financial professionals Financial Road Map financial strategy Four Quadrants friends fulfill your values Goal description going important about money income inspired investments Ironman Triathlon Jim Carrey lifestyle Mark Allen McDonald's meeting MILESTONE mutual fund Overland Park person potential advisors question retirement RISK MANAGEMENT Robert Mott salespeople salesperson Security What's important sell Sense of Accomplishment someone spend statements stocks swim Target date Terry things three words describing Trusted Advisor Values Conversation Values Staircase Values-Based Financial Planning Yes No Yes