Show Notes
In this episode of The Virtual Ingenuity Business Podcast, Claudine Land, Business Strategist of Virtual Ingenuity, LLC, and Dale L. Shafer II, Founder, and Financial Advisor of Life Moves Wealth Management discuss strategies to align your finances for making informed financial decisions. Dale L Shafer II, is a CERTIFIED FINANCIAL PLANNERTM (CFP®), Accredited Portfolio Management AdvisorTM (APMA®), and Certified Divorce Financial Analyst (CDFA®). Out of the office, he is most likely found exploring outdoors and hiking with his wife or on his bike. He also rocks out behind a drum kit or a guitar and enjoys reading books on finance and leadership and collecting deadpan “dad jokes” to try out on our kids.
Having a clear understanding of your goals, values, and statement of financial purpose, and keeping them in alignment is key to achieving financial success.
Listen as we discuss actionable steps used for getting alignment with your financial purpose:
We close by asking Dale if our listeners could have one take-a-away from what we talked about today, what is that one takeaway, and what is the one piece of advice he wished someone had given him when starting his business.
Learn more about Life Moves Wealth Management:
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You may visit Virtual Ingenuity, LLC at: https://virtualingenuityllc.com
Thank you for listening! Let’s impact together!
Virtual Ingenuity, LLC
