At its most basic level, a financial plan should help you establish a document that helps you prepare for the future. In many cases, these plans are crafted by a financial advisor with a solitary goal in mind: to grow your wealth as quickly as your tolerance for risk allows. However, there are other ways to look at financial plans. A plan based on your values can help reduce anxiety while still helping you establish financial independence in the future. When you put your values at the forefront of your financial decision making, you can feel good about how your money is used while still preparing yourself for the future.
We tend to think a bit differently at LifePath Wealth Advisors. We understand that your core values are an essential part of who you are and what you do. So, we incorporate your values and beliefs into your financial plan. We’ll work diligently to fully understand not just your financial needs but the reasons behind those needs. That allows us to better help you manage your finances and keep them values-focused.
We are licensed in many states and have clients throughout the country. Reach out to us today so we can begin to get to know you and understand your core values. Then we can help craft a financial plan that not only respects those values but fully incorporates them.