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Value-Based Financial Planning with Scott Frank, CFA, CFP
Money Checkup with Anjali Jariwala
English - January 28, 2020 06:00 - 44 minutes - 43.8 MB - ★★★★★ - 35 ratingsInvesting Business Education finance investing money business entrepreneur health entrepreneurship leadership marketing financialindependence Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Financial Tips for the New Year
When it comes to financial planning, the default is to think that you’re just dealing with dollars and cents. In reality, it’s so much more than that. financial planning is about figuring out what you value in life, too.
In today’s episode, my guest, Scott Frank, CFA, CFP, of Stone Steps Financial talks about how to connect what you’re doing with your money to what you’re doing with your life. And as financial planners, what we can do to help!
Read more about Scott here: https://fitadvisors.com/episode-30-values-based-financial-life-planning