Financial planning is about more than just numbers—it’s about aligning money with what truly matters. In his recent article for Intuit Tax Pro Center, Rory Henry explores the power of values-based financial planning and how it can lead to better client outcomes. Our very own Amy Mullen, CFP®, shares insights on the nuances of personal values, including intrinsic vs. extrinsic values, avoiding mimetic desire, and planning for life transitions.
If you’re looking to deepen your client conversations and help them make more meaningful financial decisions, this is a must-read!
Check it out here: Values-Based Financial Planning