Jan 28, 2020
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