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Episode 14 | Wealth With Purpose Part 2 - Start with your why
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In this episode of The Purposeful Investor, David discusses the importance of understanding a client's "why" before developing a financial plan. He explains how exploring your values, goals and priorities helps ensure the plan supports how you want to live your life with meaning and purpose.
Resources:
Wheel of Life exercise
Financial House guide
Your Dream List
Create Inspiring Goals guide
Identify your Values exercise
00:01 - 00:13 - Introduction and overview
00:13 - 01:56 - "Win of the week" segment
01:56 - 06:06 - Simon Sinek's Golden Circle model
06:06 - 07:49 - The "high price of materialism"
0:07:49 - 0:11:15 - The three fundamental needs for ensuring financial plans support clients
11:15 - 13:56 - The word cloud exercise
For more information on Capital Partners visit capital-partners.com.au.
Have a question? Email us ask@capital-partners.com.au.
This episode provides general advice only. Always refer to your financial adviser for advice about your personal circumstances.
Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.
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