Life Planning Financial Planning | The PRST

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AlignedLife with Justin Castelli not yet transcribed

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Recorded16 Sep 2022

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I just got back from a few days in California for a professional conference and I spent a good amount of my time talking with other financial advisors about how we're working with out clients. I was excited to hear more advisors discuss the implementation or the move toward life planning. As someone on their Pursuit and creating life on your terms, life planning is going to be an important part of your journey--it's more than just financial planning. It's identifying the life you want and building your financial life around it.

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