What Is Values-Based Financial Planning?

Is your financial plan aligned with your values? How do you create a values-based financial plan? We’ll explain on today’s episode.

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The View From The Pinnacle

Is your financial plan aligned with your values? How do you create a values-based financial plan? We’ll explain on today’s episode.

Click the timestamps below to fast forward to certain points of the episode.


Thing’s You’ll Learn Along Today’s Journey

Do you have a values-based retirement plan? What are the root of your values? More than just numbers and investment funds, your financial plan should be influenced by your values.

Sean talks about the book Die with Zero by Bill Perkins which had some parts that really resonated with him when it comes to family. Are you saving money to provide for your family when you’re gone? Or should you use it to create experiences with them now? Would the money benefit your family at an earlier age instead of after you’re gone?

When it comes to your retirement plan, do your moral beliefs play a part? For instance, some clients choose not to support particular industries that include alcohol or tobacco or cannabis. How does your plan need to adjust to account for that? Or, if you want to give more in charitable contributions, does your plan support that?

Are you attached to your career? If your work is a big part of your life, you can make a plan to work longer in your retirement. But ultimately, it’s good to have the control to make the decision on when you want to retire and what kind of work you want to do.

If your legacy plan includes making a significant contribution to your family’s continuing education, how does that impact your retirement plan? What kind of opportunity do you want for your children and grandchildren?

Finally, if you are feeling the itch to travel or have fun, acknowledge it as one of your values. Knowing your long-term plan and goals will give you the confidence to do some of the things you want to do now.

Listen to the entire episode or click on the timestamps below to skip to a particular value.

1:39 – What is a values-based retirement plan?

5:02 – Does your retirement plan align with your moral beliefs?

6:32 – What is your charitable giving plan?

7:47 – Do you want to work longer?

10:08 – How does education play a part in your retirement plan?


Looking Back From The Mountaintop

What do I want my money to accomplish? What experiences do I want to have when it comes to the money I’ve accumulated? Look at it as a way you can provide for your family and create this evolution of wealth.

-Sean Lee


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For over a decade, Sean Lee has helped families reach and maintain their financial goals. As a trusted advisor, he coaches and assists his clients with their financial goals by focusing on the fundamentals and takes a practical and personal approach when working with them.

As a trusted professional in Utah, Sean has been featured in The Wall Street Journal’s Market Watch, The Deseret News, The Salt Lake Tribune and USA Today. He has also been featured as a local financial advisor on Utah’s NBC station, KSL 5.

Questions for Sean?



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