Defining Purpose Within Your Financial Planning

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Determining a when can be arbitrary without a what. This is particularly true when guiding your financial plan toward success.

In this episode, Peter Gutekunst dives into the meaning of purpose within financial planning. He shares how he defines purpose, its role in financial planning, and the safety it provides while granting opportunities to live life to its fullest.

Peter discusses:

Building a framework of goals as a tool to define purpose within your finances
Why everyone should have a financial plan in place
How to deal with unexpected life events, especially when there isn’t a financial plan in place
The importance of starting a conversation with your team of financial professionals
And more!

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