WorthyNest’s Post

BIG News! In case you missed the announcement last week, I'm moving 🏠 In this episode of Beyond Budgets®, I share my family's journey as we transition from the sunny beaches of Florida back to Missouri. This episode also presents a comprehensive guide to values-based #financial #planning. We dive deep into a six-step process to help you achieve financial goals while staying true to your core #values. From gathering self-knowledge and setting realistic yet ambitious goals to analyzing your financial situation and consulting a financial advisor, you'll find practical advice tailored to larger financial milestones and simpler, more immediate goals. Whether you're contemplating a major life change or simply looking to align your finances with your deepest values, this episode offers invaluable insights and inspiration.

Why choose a small independent financial planner over a big corporate firm? Katherine Waller nails it on our latest episode of The Century Plan. Financial planning is a deeply personal journey—your advice should be shaped by your unique circumstances and the goals you want to achieve. It's not just about answering questions; it's about a meaningful, ongoing dialogue that evolves as your life changes. This kind of tailored experience comes from an adviser who’s taken the time, through years of working with different clients, to truly listen and understand. A good financial adviser doesn’t mould you to fit a product. Instead, they guide you based on your specific needs, sometimes even advising you to do nothing if that’s what's right. The real value lies in the advice, not in selling a product. If your adviser doesn’t know your family, your hopes, fears, hobbies, and passions—you're working with the wrong person. Listen to the full episode via the link below 🎧 #FinancialPlanning #TheCenturyPlan

Are you ready to take your financial planning to the next level? In this episode of Caffeine and Cash Flow, Michael and Ben explore the timeless wisdom of legendary coach, John Wooden. Wooden's Pyramid of Success has guided countless individuals to greatness, both on and off the court, and certainly has some powerful takeaways for your everyday life and financial planning.

💡Does your financial planning have purpose? What a brilliant conversation we had with Katherine Waller from Six Degrees on this week's episode of The Century Plan. Like us, Katherine and her team believe financial planning is more than a transactional process. After transitioning from a corporate environment to build her own firm, she’s been able to cultivate deeper relationships with clients—essential for truly understanding their goals and emotions. We cover: The evolution of financial planning The importance of understanding clients' purposes Emotional intelligence, and the role of vulnerability in building trust. How life experiences shape financial behaviours. Balancing analytical and emotional approaches in financial advice. Common obstacles clients face when engaging in financial planning. The significance of personal interests in fostering client relationships. (Yes we're talking about food and wine again 🍝🍷) If you’re looking to make your financial planning more meaningful and personal, this episode is for you. 🎧 Listen now and discover how purpose-led advice can transform your financial journey. Link in comments below. #FinancialPlanning #PurposeLedPlanning #TheCenturyPlan

What separates financial planning from financial advice (in my opinion) is the former puts the client and their purpose, vision, however you want to describe it, and places that at the centre of the conversation. The planning ensures the money works with that goal in mind. Advice doesn't necessarily get to the heart of what the money is for, and may only focus on fulfilling this year's ISA or pension contributions to get the tax breaks. Our conversation with Katherine Waller explains why understanding a client's purpose/visions/values is vital to help them achieve their long term goals.

Eric joined Roger Silk on the Sterling Insights: Stand Out and Supercharge Your Assets podcast to discuss the innovative financial planning and wealth management strategies that are reshaping the industry. Don't miss out on these insights that can supercharge your financial future! 🎙️ Key Takeaways: Holistic and Flexible Financial Planning: Eric's firm offers a flat fee model allowing clients flexibility in managing their financial plans. Clients can choose service packages based on their needs, whether they prefer a DIY approach or require comprehensive guidance involving coordination with various experts. Collaborative and Personalized Approach: At BFG Financial Advisors, every client's financial plan is reviewed collectively by all ten Certified Financial Planners (CFPs). This unique ensemble model ensures that clients receive diverse expertise and highly personalized advice. Emphasis on Joy and Impact: Eric is pioneering a shift in his professional journey by focusing on activities that bring joy and significant impact. His "joy revenue matrix" is an inspiring approach to balancing happiness and profitability, proving that financial planning isn't just about numbers—it's also about quality of life. Listen to the full episode for more!

Do you love it when a plan comes together? Growing up, “The A-Team" was one of my favorite shows. In case you're unfamiliar with it, each week, a crew of misfit, former 'soldiers of fortune' would get involved in some crazy hijinks trying to help someone each week. No matter how chaotic things got, however, it always seemed to workout for them. Each episode ended with Hannibal’s (the leader) iconic line: “I love it when a plan comes together.” It got me thinking—financial planning is a lot like an “A-Team” mission. The success lies in the plan and the process, not just in the tools you have at your disposal. When we get started with new clients, many want begin with questions about financial products and strategies. But when I ask, “Do you have a clear plan?” there’s often silence. And that’s where we need to start. Here’s the thing: ↳A thoughtful financial plan is your roadmap, just like an “A-Team” mission plan. It sets your goals and milestones. And once that plan is in place, a defined process ensures you stay on track—even when life throws a curveball. Think of products as the tools that help execute the plan... not the plan itself. So, as we kick off another week, take a moment to think about your financial journey. » Do you have a clear plan and a process to achieve your goals, or are you diving in without a strategy? 👇 Comment below with your thoughts—I’d love to hear them! ──── I'm Jeffery, your wealth advisor specializing in lawyers’ financial success. 🔗 Let’s connect for a Virtual Coffee Chat ☕️ to create your plan to become a Wealthy Lawyer—just like Hannibal, we’ll make sure your plan comes together!

In the latest Joining Me Now episode, Chad and Rob take a deep dive into the multifaceted world of financial planning. From navigating insurance to mastering investments, tackling taxes to optimizing your 401ks, they've got you covered. Chad emphasizes that financial planning isn't a one-and-done deal. It's a dynamic journey that requires continuous adjustments, especially as life throws curveballs your way. So, whether you're a seasoned investor or just starting out, tune in now to gain valuable insights and stay ahead in your financial journey. Head to the link below to listen now 🎧💸! https://lnkd.in/gUQVEWSn

Wondering when to start a relationship with a certified financial planner? In the latest episode of The Casey Cease Show, Tara Seegers, CFP®, MMP, AWM sheds light on this crucial question. A certified financial planner brings expertise and a variety of options to the table, whether you're looking for fee-based advice or asset management. Tara emphasizes the value of financial planning, even if you're not ready to invest right away. It's an opportunity to explore how well you might work together in the future without the pressure of immediate investment. She shares her approach of not charging for plans as a part of her business development strategy. This approach not only helps in understanding the potential of a future client relationship but also in ensuring that when the time is right, the transition to managing assets is smooth and natural. The conversation dives into the importance of establishing a relationship with a financial planner early on. It's not just about investments; it's about planning for the future, understanding your options, and finding the right partner in your financial journey. For anyone looking to understand the value of financial planning and when to start, this episode is a must-listen. Check out the full conversation for insightful advice on navigating your financial future. Find the link to the full episode in the first comment below. #FinancialPlanning #CertifiedFinancialPlanner #InvestmentAdvice #BusinessDevelopment #TheCaseyCeaseShow

Financial Planning Business Start Up: Making It Happen Wednesday 4 December 2024, 10am In this episode co-founders Rob Schwarz & Scott Millar share what they needed to put in place to start turning their goal into reality. Learn more and register: https://ow.ly/OQnC50UhuSO