Imagine the Potential

What is Value-Based Financial Planning?

June 30, 2022 David Limerick Season 1 Episode 1
Imagine the Potential
What is Value-Based Financial Planning?
Show Notes

In this week's episode, we'll discuss aligning your values with your wallet, identifying shared values, and how you can position your wallet to support your values.

David Limerick is a Behavioral Financial Advisor with WeStreet Wealth Managment. He has over 15 years of experience helping people take control of their finances. 

If you're interested in a one-on-one with David, visit westreet.org/wealth-management