WHY VALUES-BASED FINANCIAL PLANNING DRIVES MORE PROGRESS THAN GOAL SETTING ALONE
Over the last five years, the Voyage team has had hundreds of values-based financial planning conversations, and enough time has passed that we’ve been able to gather some insights on how it has impacted our work, and more importantly, the lives of our clients. Check out our five observations on why incorporating values into your financial planning and decision making can significantly change the way you talk about and view money.