Ellen Waltzman on Values-First Financial Planning 99663: Revision history

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11 February 2026

  • curprev 10:1410:14, 11 February 2026‎ Ellen-waltzman-financial-advisor1173 talk contribs‎ 23,524 bytes +23,524‎ Created page with "<html><p> Money touches every part of a life, but it rarely informs the whole story. The profile is the part you can publish, chart, and rebalance. The objective behind it is harder to document, yet it is the only thing that regularly keeps people on course. Values-first planning is merely the technique of straightening the numbers with what really matters, then declining to let noise pull you off that line. After three decades recommending family members, execs, and com..."
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