The Human Side of Money podcast

119: A 3-Step Process for Crafting a Statement of Financial Purpose with Andy Baxley – Part II

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*This is a continuation of the conversation that started in the previous episode (Episode 118). We highly recommend listening to that episode first! A statement of financial purpose serves as the mission statement for your client’s financial life. It acts as the north star for making financial decisions that are in alignment with the things …

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