The Effect of Values on Your Financial Plan

27 Jul 2015

It took me years to figure out what was really important to provide to clients. After I graduated from West Point and served our nation as an army infantry officer, I worked for an international financial planning firm that did planning for members of the military. That’s when I was introduced to values-based financial planning. We developed a “financial road map” to define deeply held values and goals before developing savings, allocation, or asset plans. It dawned on me while going through the exercise myself that I was not living in alignment with my own values. I’d become a workaholic and was traveling constantly. I wanted to grow in my career, but I was craving time with my family. This focus on purpose and meaning helped me to take the right planning steps to get the results that reflected my most closely held goals and objectives. To align with my values and focus on helping others do the same, I eventually left that firm and started my own practice with Cornerstone Financial Strategies.

Achieving financial security and an enhanced quality of life requires commitment, money, time, and planning. If you come to suspect that your financial choices are out of alignment with your goals, you may be served best by an advisor who has been trained in values-based financial planning. The Financial Road Map process helps you uncover and articulate the values you already possess.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Please consult with an advisor about your specific situation.


Brad Berger
Brad Berger

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