Improve your relationship with money and understand money's role in your meaningful life.
Check out the following online courses and programs and see if there's something that works for you.
Money is not a goal. It's a tool we can use to live meaningful lives. Help you clients understand money's role in their lives. Help them craft a Financial Purpose Statement.
VALUES AND MEANING
Helping clients align their lives with what's important to them is what real financial planning is about. Help your clients understand their values and sources of meaning.
ONE MORE THING BEFORE YOU GO
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