Aligning Wealth with Purpose: Designing a Financial Plan That Reflects Your Values
There’s a question that doesn’t come up often enough in financial planning conversations: What does this money mean to you? Not what return you’re hoping for. Not which accounts to prioritize first. But what, at the deepest level, are you working toward — and does your financial life actually reflect that? That’s the heart of values-based financial planning. And for many people, exploring that question for the first time is the beginning of a much more meaningful relationship with their money.
