Values-Based Financial Planning™

In the grand scheme of things, money’s not that important. It’s important only to the extent that it allows you to enjoy what’s important to you. And not worrying about your finances is critical to having a life that excites you, nurtures those you love and fulfills your highest aspirations. If you want to make smart choices about money, based on what is important to you —your core values— Values-Based Financial Planning™ is for you.

As practitioners of Values-Based Financial Planning™ we will help you build a financial strategy, starting with your own unique values — what is truly important to you. By defining these unique values, we can create a plan that not only looks good on paper, but spurs you to follow through and achieve your goals.

Using Values-Based Financial Planning™ will help you realize what’s important to you, align your financial choices with the great life you want, and become inspired to do whatever it takes to have that life.


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See how Values-Based Financial Planning™ can help you achieve your most important financial goals while enhancing your quality of life.
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Securities and investment advisory services are offered through First American National, Inc. a registered investment advisor. Annuities and insurance products are provided by various insurance companies and offered through Catalano Consulting and Insurance Services, LLC., a licensed insurance agency. Product and feature availability may vary by state.

• Not FDIC insured • May lose value • No bank or credit union guarantee • Not a deposit • Not insured by any federal government agency or NCUA/NCUSIF