What Is Values Based Financial Planning?
So just what are values based financial planning and is it anything that you may be interested in
. In short, values based financial planning is quite simply a method of financial planning that integrates your personal values into decisions that are made. Sounds simple right? Well its not.
How Can You Be Sure?
For instance, you may have already been doing some type of
Values Based Financial Planning on your own by simply avoiding investment opportunities that didn't smell right to you. Companies or business entities that generate their profits in ways that you simply don't agree with. Even so, in todays complex global business arena, how can you be sure that your investment money isn't in some way connecting up to something that you would rather that it didnt?
A Full Time Job to Be Sure
The fact is that on your own, the task is so complex and difficult that it may as well be impossible. Even then, it would be a full time job for many people to do the real time research that's needed to insure that corporate decisions that are made post investment don't run counter to their personal values.
Learn To Flex Your Muscle
So now you can begin to see how difficult it can be, but it in fact involves so much more than that. For instance, a values based financial planner can help you to better wield your influence as a share holder in any business entities that you hold interest in. This means that not only can you learn how to prevent things from being done but you can also learn to flex your muscle and be more of a direct part of the decision making process.
What about Charitable Giving and Write Offs?
OK sounds good enough. But is there more yet to values based financial planning? Of course there is! What about charitable tax write offs. How can you be sure that you're getting the maximum tax credit and at the same time know that you are giving to your most preferred charity? Also with so much flim-flam charities out there how can you be sure that the charities that you support are in fact doing what you would like to think that they are doing?
Values Based Estate Planning
It in fact goes even further than that because a values based investment planner can assist you in estate planning as well. Wouldn't you like to know that the fruits of your labors are leaving a positive mark long into the future? Once again this is another area where a values based financial planner can be of assistance.
New Investment Opportunities
The fact is that you don't have to sacrifice financial growth for values if you have the right people to turn to when it comes time to invest. For instance as new renewable environmentally sound sources of energy are being developed and made available; they are creating huge investment opportunities for those who understand them.
Knowledge Is Key
So the fact is that with the right information available to a person today, they can not only see their personal wealth increase but they can also accomplish this without having to make any sacrifices as far as their personal values and belief systems are concerned. However do take note that education is key.
by: Chris tyreel
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