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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!
Resources:
Connect with Pete Gutekunst:
- LinkedIn: Peter Gutekunst
- Gute Financial Services
- Gute Calendar
- Book a call with the team at Gute Financial
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The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of Gute Financial Services and Peter Gutekunst and not necessarily those of Raymond James.
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