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How To Deliver A One-Page Financial Plan And Its 'Technical Appendix': Kitces & Carl Ep 63

Kitces and Carl - Real Talk for Real Financial Advisors

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Aligning Financial Goals with Personal Values

This chapter explores the importance of understanding the personal significance of money in achieving financial goals. It introduces the concept of a 'statement of financial purpose' and emphasizes the need for a goals-based approach to financial planning. The discussion covers client communication, trust-building, and the evolving nature of financial objectives, advocating for a dynamic and concise one-page financial plan.

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