The Values-based Planning Process

Your values should shape your plan.

Align Your Values: Financial Planning for a Fulfilling Life

Align Your Money With What You Value #shorts

Align Estate Plans with Your Values

Unlock True Freedom: Values-Based Financial Planning

Financial planning questions you’re probably not answering

What Is Financial Planning and Why Do You Need It?

Are your financial goals aligned with your values?

The #1 Reason You Feel Behind Financially in Retirement…

Budgeting Mindset

Your values are your compass!

What If Your Financial Plan Felt Like You?

What If Your Financial Plan Felt Like You?

Secret to Leaving a Lasting Legacy

Are You Climbing the Right Ladder? Life Planning and Core Values Explained

Most Advisors Stop at Strategy—Here’s What You’re Missing

💡 From $750K to $3.7M: The Power of Values in Wealth Planning

Why Values Come Before Every Decision | Glenn Spencer & Alex Kirby | Visionary Advisor (Ep. 2)

Advice that Misses

The Secret to a Financial Plan You’ll Actually Stick To: Your Values

Start Retirement Planning With Your Why

Clarity for Your Next Chapter

Design Your Ideal Financial Life | A Personalized Path

Apprise's Five Favorite Reads for the Week of April 6th, 2025

Is freedom free?

Family First Prioritizing Time Over Money for Success

Your Financial Journey Is Bigger Than the Balance #trioakfinancial #podcast #financialplanning

Financial Planning That Puts You First #shorts

Four Values That May Influence Your Finances

You are Heard and Validated

How to Build a Legacy They’ll Feel: Turning Estate Planning into a Living Family Blueprint

What kind of legacy are you building beyond your bank account?

Crystal Clear Finances | TOP 10 CONVERSATIONS OVER THE PAST 25 YEARS | CORE BELIEFS

Ever feel like your financial decisions should “make sense on paper” —but still leave you guessing?

Why Real Financial Planning Isn’t Asset Management