Financial planning expert Andy Baxley discusses the marriage of capital and purpose in financial planning. He explores the importance of aligning capital with values, setting clear financial goals, and guiding clients through discussions on values and purpose. The podcast highlights the role of advisors in helping clients minimize regrets and prioritize what truly matters in life.

Join financial planner Andy Baxley, co-creator of the Statement of Financial Purpose course, as he dives into transforming the way advisors engage with clients. He discusses the three-step process for meaningful financial conversations that prioritize personal values over traditional goals. The conversation highlights building trust, finding financial purpose, and aligning decisions with core values. Through introspective questions and a structured framework, Baxley reveals how understanding what truly matters can lead to deeper connections and more fulfilling financial planning.

In this discussion, financial advisor Andy Baxley guides Brendan Frazier through an inspiring three-step approach to creating a personalized statement of financial purpose. They delve into the process of identifying core values and aligning them with actionable financial goals. The importance of intentionality in personal growth and family dynamics is emphasized, along with the transformative power of clarity in navigating life's choices. Listeners gain insights into setting specific objectives, fostering accountability, and reshaping their financial futures.