Achieving Clarity and Confidence: Stories of Life-Centered Financial Planning

Welcome to "Your Life and Money," where financial planning goes beyond numbers and focuses on your life. In this episode, hosts Brad Smith and Tim Borody share inspiring stories of real people who have used life-centered planning to achieve their goals and dreams. They discuss the importance of aligning your money with your values and priorities, and how this approach can lead to a more fulfilling life.

Key Points:

• The value of life-centered financial planning
• Stories of clients who have experienced the benefits of life-centered planning
• Unpacking the disconnect between personal and business financial plans
• How fiscal loss effect and financial lifelines empower clients
• Bridging the gap between serving the business and having the business serve you
• The power of clarity, confidence, and contentment in financial planning

Join Brad and Tim as they share practical insights and real-life examples that demonstrate the transformative impact of life-centered financial planning. Discover how aligning your money with your values can help you create a better life with the time and money you have.

Don't miss out on this episode filled with stories that will inspire and motivate you to take a more holistic approach to your financial future.