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4min chapter
118: A 3-Step Process For Crafting A Statement of Financial Purpose with Andy Baxley – Part I
The Human Side of Money
Aligning Financial Decisions with Personal Values
This chapter explores the interplay between personal values and financial decisions, emphasizing how clarity in values can facilitate better decision-making. It provides practical insights for financial advisors on helping clients navigate the trade-offs between competing values like achievement and family.
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highlights
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