Like a lot of investment terminology, Values-Based Financial Planning (VBFP) may mean absolutely nothing to you and without context, there’s no reason why it should. But if we strip away the rhetoric, this is a really powerful way of saying that instead of putting money into an asset class and hoping for the best, every single investment decision you make must directly correlate to your underlying dreams, goals, lifestyle and current financial situation.
Given that it offers a more grounded view of both your financial and non-financial priorities, VBFP is the direction in which Delta Financial Group is heading. So you should expect to hear more from me about the benefits of applying the principles of VBFP to your investment strategy during future catch ups with me.
Not to be confused with Value Investing – which is all about buying assets trading at a discount to their intrinsic value – VBFP (aka the holistic stuff) is focused on delivering much more qualitative outcomes than the singular pursuit of wealth creation. That means spending as much, if not more time investing in your goals and dreams as physically investing into a financial strategy. They used to be dismissed as the ‘warm fuzzies’, but helping you indentify and implement life plans, dreams and personal values goes hand in hand with long-term wealth creation.
The benefits of having a Values-Based Financial Planner are the physical freedom of not having to be your own financial advisor, plus the mental freedom from worry, stress, and anxiety about managing your money. So what you’re left with is the peace of mind from knowing your financial choices align with your most deeply-held goals and values.
By having us as your trusted adviser – supported by a ‘Deliverables Team of Subject Matter Experts’ in all areas of financial services – gives you the confidence that comes with not only getting your entire financial house in perfect order, but keeping it there. This means you’ll achieve your goals regardless of what happens in the financial markets, the economy, or world events. As a result, you’ll be able to spend more time with the people who matter most, doing the things that are more important to your life than money.
Build a better financial road map
Our purpose is to continue building and leading our deliverables team of best-in-class subject matter experts in tax, legal, asset management, insurance, and other relevant resources and experts. It’s only by doing this that we will have the complete capability to deliver truly comprehensive financial services for all of our Ideal Clients.
To continue sharing the good news about VBFP, we give away VBFP books, conduct introductory phone consultations, and complete Financial Road Maps with as many people as possible.
If you would like help clarifying your financial resolutions, book a time to catch up to go through your Financial Road Map (FRM). Through your FRM will gain total clarity about what’s important to you, be able to define all of your financial goals, and benchmark your current financial reality.
Please contact us 9929 3343 or firstname.lastname@example.org