Andy Baxley, CFP®, CIMA®, CeFT®, Senior Financial Planner at The Planning Center, appeared on a recent episode of The Human Side of Money Podcast with Brendan Frazier. In the episode, Andy reveals the 3-step process he takes his clients through to craft a statement of financial purpose. He discusses the importance of having meaningful conversations centered around the client’s values and how he uses those conversations to guide the client through difficult financial decisions. Tune into the full podcast to learn more.
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