TIBI ZOHAR

This should be the fundamental question leading our financial conversations. Have you ever asked yourself this question? Do you know the answer? If you do that’s great. If you don’t, no worries we will figure it out together. Examples of typical responses:

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• I don’t want to become a burden on my kids

• I don’t want to outlive my money

• I want my family/children/spouse to be secure

• I want to leave a legacy/be significant/gain influence

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Values Based Financial Planning is about discovering and fulfilling what’s important about money to you.

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Now, What's More Important Than Money To You?

 

Less commonly asked but equally important to your Values Based Financial Plan. Examples of typical responses:

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• My health

• My family/friends/relationship

• My travels

 

What is in common to all these? It is that you need to do them yourself. You can’t delegate the participation in your relationships, health, or travels, to anyone else.

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Now ask yourself this: Out of 168 hours a week, how many hours would you like to dedicate to the more important than money, while delegating your financials to me?