Ep 75: Uncovering Your Financial Story

Sep 19

In this episode, we dive into the important questions that shape a personalized financial plan. While money and numbers often come to mind when thinking of financial planning, they're only part of the big picture. Let's talk about why understanding your goals, values, and mindset is pivotal in creating a plan that truly resonates with your life.

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In this episode:

[5:58] Setting Goals

[12:21] Journal Prompts

[15:17] Legacy goals

[17:37] Upcoming large purchases and goals

[19:26] What are your specifics?

[21:29] General financial planning questions

Nicolas Davis