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Money as a Tool for What's Important
In financial planning, it is crucial to start with the foundational values of a family before diving into specific goals or actions. Money is seen as a tool to help individuals achieve what is important in life. Understanding the underlying values of a family is key to making efficient and effective financial decisions. Rather than focusing on material possessions or vague goals, the emphasis is on creating meaningful experiences and memories. Ultimately, the goal is not just to accumulate wealth, but to have the freedom to spend time with loved ones and engage in activities that hold significance.
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