Phil Weiss Returns
In this conversation, Phil Weiss returns and introduces the EVOKE life planning process, which helps individuals align their financial goals with their personal values. The discussion also touches on the significance of building trust in financial advisory relationships and how life planning can aid individuals in overcoming loss and envisioning a fulfilling life. Phil shares insights on the emotional aspects of financial management, including feelings of shame and guilt, and highlights the importance of safety, security, and freedom in achieving financial well-being.
Connect with Phil:
Website: https://apprisewealth.com/
Instagram: phweiss11
Facebook: AppriseWealth
Connect with Alexandra on her website, forwardtojoy.com, or send her an email at alexandra@forwardtojoy.com.
Portions or topics on this show may be triggering. Please seek professional help or assistance if needed.
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