Nov 28, 2022
Most people think of financial planning as crunching numbers and making investment decisions. But in reality, financial planning is about so much more than that. It's about helping people live their best lives. And to do that, having a conversation that goes beyond the numbers is important.
In this episode, Steve...
Nov 14, 2022
People tend to get caught up in numbers when planning their finances and lose sight of what's important. However, the goal of true wealth management is not just to have a plan but to have one based on values, priorities, and goals. It's about aligning your money with your values so that your finances reflect what's...