Isaac Presley

Isaac Presley, CEO of Cordant Wealth Partners and a renowned speaker on investing, dives into the world of intentional goal-setting. He introduces the "Family EOS" approach to help clients craft meaningful financial goals rather than settling for societal norms. The discussion covers techniques like "Time Bucketing" to prioritize aspirations, the significance of transparent communication in meetings, and the importance of creating a supportive environment for deeper financial conversations. Presley emphasizes the transformative power of aligning financial strategies with personal values.