Achieving the Best Life With the Money You Have

Scott Pulsifer, CFA, CFP®, Financial Life Planner and Managing Partner of Junto Wealth, discusses the importance of Financial Life Planning and achieving the best life with the money you have – known as your “Return on Life”. Most of the people in financial services focus almost exclusively on return on investment or ROI (“how much do you have and how much did it earn?”). Our approach, however, is to learn about you – your story, your dreams and your experience with financial issues. With that understanding, we then focus on how to help you make wise decisions on financial matters and achieve your best return on life.