Values Based Financial Planning

Values Based Financial Planning

In the grand scheme of things, money is only meaningful to the extent it allows you to enjoy what's important to you. Not worrying about your finances is critical to having a life that excites and nurtures you, and those you love.  Value-based planning allows you to make smart choices about money, based on what is important to you, your core values.

Each of us carries within us a secret yearning.  At Vested Wealth Advisors, we call this heart's core yearning the 'dream of freedom'.  A dream of freedom that has to do with unfolding our most profound values and richest potentials as individuals and merging them into our daily lives.

What does this secret yearning have to do with financial planning? Certainly our heart's core and our balance sheet both have to do with "value", and both refer to a sense of "worth". Yet we rarely equate financial analysis and strategies with our own most deeply felt passions.

We believe that financial planning, as a profession, offers clients the most comprehensive opportunity to discover and integrate a method to meld meaning with money. We believe that no other professional advisor can help a client unveil his or her most profound dreams and values and then articulate a financial strategy that empowers successful implementation.