The Values-based Planning Process

Align Your Values: Financial Planning for a Fulfilling Life

Your values should shape your plan.

Align Estate Plans with Your Values

Align Your Money With What You Value #shorts

Financial planning questions you’re probably not answering

Unlock True Freedom: Values-Based Financial Planning

Are your financial goals aligned with your values?

💡 From $750K to $3.7M: The Power of Values in Wealth Planning

What Is Financial Planning and Why Do You Need It?

Budgeting Mindset

Secret to Leaving a Lasting Legacy

The #1 Reason You Feel Behind Financially in Retirement…

Advice that Misses

The Secret to a Financial Plan You’ll Actually Stick To: Your Values

Your values are your compass!

Most Advisors Stop at Strategy—Here’s What You’re Missing

How to Build a Legacy They’ll Feel: Turning Estate Planning into a Living Family Blueprint

Are You Climbing the Right Ladder? Life Planning and Core Values Explained

What If Your Financial Plan Felt Like You?

What If Your Financial Plan Felt Like You?

Start Retirement Planning With Your Why

Panorama Financial Planning | When Values Lead #financialplanningcanada #valuesbasedplanning

What kind of legacy are you building beyond your bank account?

Financial Planning That Puts You First #shorts

Apprise's Five Favorite Reads for the Week of April 6th, 2025

Why Values Come Before Every Decision | Glenn Spencer & Alex Kirby | Visionary Advisor (Ep. 2)

Your Financial Journey Is Bigger Than the Balance #trioakfinancial #podcast #financialplanning

Family First Prioritizing Time Over Money for Success

Clarity for Your Next Chapter

Why Legacy Plans Fail Without Values | Glenn Spencer & Alex Kirby | Visionary Advisor (Ep. 2)

Why Real Financial Planning Isn’t Asset Management

Design Your Ideal Financial Life | A Personalized Path

“I’m Scared to Death to Retire” — 1 Month to Go

Ever feel like your financial decisions should “make sense on paper” —but still leave you guessing?

Defining What Truly Matters Before The Numbers #shorts