Money Check Up Podcast – Kinder Institute of Life Planner trainer Scott Frank joins Money Check Up host Anja Jariwala for an episode about life planning. He shares how he implements the EVOKE® method into his practice, and shares the Three Questions that he asks clients to help discover what matter most to them before he starts talking about finances. Credit: Anjali Jariwala & Scott Frank – https://fitadvisors.com/episode-30-values-based-financial-life-planning/
Life Planning in the News
Episode 30: Values-Based Financial Life Planning
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