Values-Based Planning
All licensed members of our team earned the Behavioral Financial Advisor (BFA™) Designation. Through this program we learned that identifying and following your values can help manage your emotions and encourage better decision-making, especially during times of stress.
We want our practice and the work we do for our clients to be based on our strong team values. We have identified our key professional values as: Meaningful Work, Service, Relationships, Integrity, and Education.
We help our clients discover their personal values and work together to see that their financial goals and choices are in line with those values. We hope that by incorporating values into our financial planning process that your financial journey will be filled with even more joy from living in alignment.
We look forward to hearing from you and hope that you complete the Values Exercise to identify your top 5 values. The results aren’t reported directly to us so please copy your results and email them to us at team@lifesjourneyfinancial.com