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Episode 14 | Wealth With Purpose Part 2 – Start with your why

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By Capital Partners Podcast | The Purposeful Investor

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.

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

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