Create a values-based financial plan

Create a values-based financial plan

Personal values ​​play an important role in many aspects of our lives and have become more important recently in how we think about and manage our finances. More and more investors are wondering how they can support the causes they care about through their financial decisions.

Charles Schwab’s Last Survey of Modern Wealth (opens in a new tab) found that 69% of Americans say supporting the causes most important to them is a primary consideration when it comes to their financial decisions. If you count yourself among them, consider starting with a financial plan to ensure you stay on track toward your long-term goals while staying true to your personal values.

Set your savings and spending goals

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