In this episode of The Purposeful Investor, David discusses the importance of understanding a client’s “why” before developing a financial plan. He explains how exploring your values, goals and priorities helps ensure the plan supports how you want to live your life with meaning and purpose.
Resources:
Wheel of Life exercise
Financial House guide
Your Dream List
Create Inspiring Goals guide
Identify your Values exercise
00:01 – 00:13 – Introduction and overview
00:13 – 01:56 – “Win of the week” segment
01:56 – 06:06 – Simon Sinek’s Golden Circle model
06:06 – 07:49 – The “high price of materialism”
0:07:49 – 0:11:15 – The three fundamental needs for ensuring financial plans support clients
11:15 – 13:56 – The word cloud exercise
