An Intentional Approach to Financial Planning—with Chad Hufford- EP48

For those of us with a modest income, having the financial freedom and flexibility to help others seems unlikely.

But if we approach financial planning with purpose and intention, we can support our families, achieve financial independence, and still have the margin to take care of others. 

Chad Hufford is the bestselling author and top-ranked financial planner behind Veritas Wealth Management, a boutique financial planning firm that serves families across the US.

Chad brings a coaching mindset and the heart of a teacher to financial planning and investing, empowering people to become better investors and live a more intentional and abundant life.

On this episode of Leading Visionaries, Chad joins Anjel to explain what inspired his interest in wealth management and describe the challenges he faced starting his business during the Great Recession.

Chad offers advice on reframing failure as experimentation in your early days as an entrepreneur and discusses how to build the confidence to take your business in a new direction.

Listen in for insight on Chad’s vision to change the culture of finance in our communities and learn how to produce financial independence by way of an intentional plan.

What You Will Learn

Why Chad recast his vision from medicine to wealth management

The challenges Chad faced in building a business during the Great Recession

How Chad’s self-leadership parallels the way he leads his clients

Why Chad emphasized inputs rather than outcomes when he started his business

How to reframe failure as experimentation and make peace with imperfection

Why Chad’s favorite clients are the ‘blue collar millionaires’

Chad’s success story of a client who saved with intention and has the means to help others

Chad’s vision to change the culture of finance in our communities

How to build the confidence to take your business in a new direction

Connect with Chad Hufford

Veritas Wealth Management

Connect with Anjel B. Hartwell 

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Resources

Forging Financial Freedom by Chad Hufford

Be Heard by Millions and Live Your Destiny: A Creative Age Leader’s Guide to Speak, Sell, Serve & Succeed by Anjel B. Hartwell