Having a financial plan drawn based on the things a person considers as most important may sound strange but after going through a “value cards” exercise, it makes sense in the implementation of a successful financial plan.
To demonstrate the values and issues an individual holds dear in life, the writer, in a recent interview with Wealth Street Sdn Bhd certified behaviour adviser and money coach K. Gunasegaran, was asked to pick 15 cards out of a deck of 50. This was subsequently narrowed down to the five most important things that the writer valued.