33: Values-Based Financial Advice That Works in Real Life with Natalie Taylor

Most financial advisors conduct some version of goals-based planning. If you’re helping a client use their money to accomplish a goal, then you’re doing goals-based planning. But goals are formed and shaped by values. Yet, “goals-based planning” is an industry buzzword and “values-based planning” is more like a foreign language. Natalie Taylor CFP®, BFA™ has …

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