Discovering Financial Purpose

3:00 PM - 4:00 PM

Clients who are unclear about money's role in their lives may subconsciously use other people's behavior as a guide to making financial decisions. A Financial Purpose Statement can guide clients to live with deliberation, helping them align their behavior with what matters most to them. Learn how to help clients develop their own Financial Purpose Statements, resulting in them living happier, more meaningful lives with clarity and intention.

Learning Objectives:

  • Understand the importance of having a financial purpose
  • Learn how to help clients find their purpose
  • Learn how to help clients live more intentional financial lives