What do you really want? That’s the question every client needs to ask in order to get something worthwhile from life. We hear a lot lately about values-based investing, and this book encourages clients and advisors to explore their values to achieve the goal of living what the authors call an “authentic life.”
Yet, while this certainly isn’t the fi rst time advisors have been told to get in touch with clients’ true wants, Pulver and Chetner— two sisters who run their own Vancouver-based investments practice—have upped the ante by furnishing a series of exercises designed to help clients work through to their core beliefs.
Those exercises help clients make an important next step—development of a values-based budget that can differ widely from an investor’s present allocations. The life choices a client makes, whether it’s who to marry, the level of education achieved or to leave or remain in a job, are all motivated by money. Improving the situations for clients who feel trapped by past choices is facilitated by drawing out attitudes about money and its relationship to other life aspects—which is where the workbook component of the book comes in handy.