The Benefits of Life Planning with Scott Frank

This week I sat down financial planner Scott Frank to go over the
benefits of life planning and using your money as a tool to
achieve the life you want.


Scott is the founder of Stone Steps Financial, a firm created to
help professionals and families understand their financial lives
and position themselves to reach their fullest potential. He does
this job because he loves it. He truly enjoys taking complex
issues and helping clients understand them.


Scott lives in a little beach town, Cardiff by the Sea, just
north of San Diego with his wife, Amanda, their sons, Lucas and
Daxton, and their dog Sophia. When he’s not geeking out on
financial news or white papers you’ll find him surfing with
friends (Stone Steps is named for a surf break just a few minutes
north of his house), running along the Pacific Coast Highway, or
spending time with his family. He strongly believes in giving
back and currently serves on the Leadership Development Committee
for NAPFA.


HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:


Using life planning to better strategize your money goals

How to EVOKE the life you want to live

Four things you can always invest in and how to optimize that
investment

The impact felt by those who have gone through life planning

The three questions to ask yourself to help you live a more
intentional life

The importance of writing goals down and discussing them with
an accountability partner

The best process to discover what really matters most to you

What can get overlooked when you are just focused on the
money

How to identify what is getting in your way of the life you
want to live

A few common changes people would like to change in their
lives

Why you must figure out what matters most before executing a
solid financial plan

How a sounding board can keep you on track with your life
goals

The most important tool to reach the life goals you have for
yourself



LINKS WE MENTIONED ON THE SHOW


George Kinder

George Kinder’s 3 Questions

Carl Richards

The EVOKE Process

Tim McGraw’s Live Like You Were Dying



GET SOCIAL WITH SCOTT AND LET HIM KNOW YOU HEARD ABOUT
HIM HERE


Stone Steps Financial

Scott's Blog

Scott’s e-mail

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