3.31.2024 I Squaring Values with Your Investments
Manage episode 411964122 series 2982853
At WEG, our advisors focus so much effort on helping clients set goals
- Goals are a foundational pillar to financial planning — all decisions about investments, asset allocation, and income planning flow from goal-setting
- Goal achievement begins with self-awareness and should be an expression of what you value
178 episoade