The Trust Code: 5 Must-Haves for Values-Driven Financial Guidance
(Is your money working for your life... and a better world?)
Intro:
Feeling the pull to align your money with your values? You're not alone. But how do you find someone who gets it — someone who sees beyond the spreadsheets?
This cheat sheet reveals the 5 non-negotiable truths of truly trustworthy guidance. Follow them, and make sure your money is building the future you want to see.
The 5 Truths:
- You First, £££ Second:
- Your life, your goals, your values are the starting point - not your bank balance.
- Find someone who sees you as the client, not just your assets.
- Life Plan, Then Finance Plan:
- Forget chasing returns. What really matters to you? Relationships? Passions? Impact?
- The right plan starts there, then reverse-engineers the money piece.
- Total Wealth Check-In:
- Money's just one piece. Skills, experience, health, network... it all adds up to your 'human capital'.
- Make sure you're optimising everything, not just your investments.
- Well-being > Wealth:
- True wealth is whole-life wealth: mind, body, heart, spirit and wallet.
- Is your plan supporting all of you, or just the financial you?
- Guidance/Advice Only:
- This is crucial: the person giving guidance (or advice) cannot sell products or take commissions (or fees based on the amount you invest).
- They MUST sit on your side of the table, not a product provider's.
Bottom Line:
Don't settle for advice clouded by hidden bias, misaligned with your priorities, or that misses the full picture.
Demand guidance that's rooted in your values, driven by your life goals, and free from conflicts of interest.
Ready to align your money with your purpose? Let's talk.
(You can contact me at neil@planetpositiveplanning.com or subscribe to this blog and hit reply).