Do We Really Know What Our Clients Value? | EP264
Financial coaches talk a lot about helping clients align their money with their values. But before we can help someone do that, there may be a more important question: Do we actually understand what they value?
In this Financial Coaches Classic, Maria and Cody are joined by Catherine Van Der Laan to explore what can happen when we look beyond the spreadsheet and start paying attention to the decisions represented by the numbers. Catherine shares how she helps clients identify what matters to them, examine whether their spending reflects it, and use that understanding as a framework for future decisions rather than simply following a prescribed financial plan.
But the conversation goes deeper than identifying a few values and comparing them to a budget. Sometimes what a client initially says matters most isn't quite the whole story. Through questions, observation, and experience, they may discover something underneath itā€”or become more precise about what mattered all along.
Helping clients align money with their values begins with understanding the person making the decisions.
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