Unlock Your Financial Future Beyond the Numbers. Discover how the True Wealth process goes beyond traditional financial planning by prioritizing your life’s goals and aspirations.

Today’s episode unpacks Money Quotient’s innovative True Wealth process, aiming to transform financial planning beyond traditional number-crunching by focusing on your values, goals, and true happiness. Josh Ackerman breaks down the comprehensive five-step planning process, from initial exploration to empowering clients to achieve their ideal life. He explains how this process facilitates meaningful conversations, helps clarify financial priorities, and ensures your financial plan aligns with your vision of a fulfilling life.

Josh discusses: 

• How to prioritize your life goals and aspirations, transcending traditional financial planning
• His five-step planning process, designed to align your financial strategies with your values
• How focusing on creating a vision of your ideal life can significantly impact your financial satisfaction and overall happiness
• And more

Resources:

• 5 Stages to the Money Quotient True Wealth Planning Process

Connect with Josh Ackerman: 

• Context Financial
• josh@contextfinancial.com
• LinkedIn: Josh Ackerman
• Facebook: Context Financial, LLC
• Instagram: Context Financial
• YouTube: Context Financial

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