Yesterday, my client said that when she came in to have her Financial Road Map® done and the discussion about the three 'hearts core' questions about her goals, she experienced so clearly why "reading the menu" is not the same thing as "eating the meal", when it comes to Values-Based Financial Planning. It is a transformational experience which aligns all your choices (not just financial) to your true north. It's no wonder I enjoy my work; it's a privilege, really.
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