Values-Based Financial Planning: The Art of Creating an Inspiring Financial Strategy

The Values-Based Financial Planning book is used by successful advisors implementing the Values-Based Financial Planning philosophy as their Ideal Client acquisition process.

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In the grand scheme of things, money’s not that important. It’s important only to the extent that it allows you to enjoy what’s important to you. And not worrying about your finances is critical to having a life that excites you, nurtures those you love and fulfills your highest aspirations. If you want to make smart choices about money, based on what is important to you—your core values, Values-Based Financial Planning: The Art of Creating an Inspiring Financial Strategy is for you and your clients. 



$30 / book (For bulk orders of 10+ books, call (619)255-4888 or email us at [email protected] for special bulk order pricing)