Creating Your Financial Roadmap: How Values-Based Planning Transforms Wealth Decisions
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Creating Your Financial Roadmap: How Values-Based Planning Transforms Wealth Decisions
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What if your financial plan started with your values instead of your money? In this insightful episode, David Murdoch reveals Paxton Bridge's unique framework for creating personalized financial roadmaps. Learn how identifying your top five values creates a foundation for meaningful financial decisions, why visual planning tools help clients gain clarity, and how to balance long-term goals with unexpected opportunities. David shares practical examples of how this values-first approach transforms traditional financial planning into a roadmap for a well-lived life. Whether you're planning your next chapter or seeking greater purpose in your financial decisions, this episode provides a fresh perspective on aligning your wealth with what truly matters to you.
You can get in contact with David Murdoch on LinkedIn https://www.linkedin.com/in/davidsmurdoch/
Or you can reach out to Paxton Bridge
https://www.linkedin.com/company/paxton-bridge/
https://paxtonbridge.com/
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This podcast has been produced by: https://podcastsdoneforyou.online
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