Making Financial Decisions with a Purpose: How to make smart, value based decisions with your money
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Please come and join us for this financial planning presentation with a twist. We will have an interactive session about how to align your personal values with your financial goals.

For those who desire to be the best they can be in the various roles they have in life, living in alignment is critical. Living in alignment is about aligning one’s “real" behaviors with one’s “ideal" values. It is both as simple and as difficult as that!

By recognizing what values are truly most important to us we can determine the role they may or may not be playing in decision making regarding our finances.

When you begin with this step, you can make all your financial decisions “with a purpose.” Adopting this approach, your comprehensive financial plan will be based on desired long-term goals and will not be affected by short term noise.

Once our session is complete you will have detailed information needed to make informed decisions and to create a financial planning checklist that can help you stay on track with your finances. 

Presenter

Beata Dragovics is the founder of Freedom Trail Financial, LLC, a boutique wealth management firm in Boston, that provides customized financial planning and investment management services to their clients.

Securities and advisory services offered through Commonwealth Financial Network, member FINRA/SIPC, a Registered Investment Adviser. Fixed Insurance products and services offered through CES Insurance Agency.