Reimagining Legacy: It’s Not Just About Money

Welcome to an eye-opening discussion with @stoyhall and @MeasureTwicePlanners Cody Garrett, CFP® on the real essence of financial planning. In this exclusive episode, we delve into the profound truth behind financial security and growth, emphasizing that it’s not merely about the numbers, but about the fundamental question of “Am I good? Are we?”

Cody and Stoy highlight the significance of acknowledging the courage it takes for individuals to seek financial guidance, emphasizing that financial planning goes way beyond investments and mere numerical growth. They reveal the paradoxical nature of feeling secure while also needing assistance, shedding light on the authentic struggles faced by many seeking financial advice.

Witness a powerful exchange that challenges the traditional norms of the financial planning industry, where the focus has often been on monetary milestones rather than genuine client well-being. Gain valuable insights on building a comprehensive financial plan that resonates with your family’s values and aspirations. Join us for a thought-provoking session that redefines the true essence of financial planning and how it impacts our lives.

Tune in to the full episode now to discover a refreshing perspective that will transform the way you approach financial security and planning. Don’t miss out on this engaging conversation that’s bound to change your outlook on your financial journey!

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