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Value of Financial Planning: Moving from ROI to ROL

I recently ran across an article containing the infographic below regarding the 6 core values a (good) financial planner provides. The article positions that successful financial planning extends beyond “Return On Investment” to truly focus on achieving a better “Return On Life”. I love that perspective!

Meredith Moore summarized it well in her Forbes article “Where Is The Value In Financial Planning?”

It’s not just about money, though. Professional financial planning services can give you a psychological boost that could make you measurably happier by reducing stress and freeing up your time to focus on the things that matter to you.

So in a nutshell, professional financial planning can potentially lead to better decisions, more money, less financial risk, less stress, more leisure time at your disposal and a happier life. How’s that for value?

I couldn’t agree more.

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Willow Oak Wealth is a Tulsa, Oklahoma-based financial advisor whose mission is to enrich clients' financial futures based on their unique goals. For those seeking a financial advisor who values building strong relationships, Willow Oak Wealth takes the time to create personalized plans that match each client’s vision of the future.

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Willow Oak Wealth is an investment adviser located in Tulsa, OK.  This website should not be construed as a solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment or tax advice for compensation, over the internet. Advisory services offered through Sowell Management, a Registered Investment Advisor.  Additional information about Sowell Management (CRD# 127145/SEC# 801-63991) is available on the SEC’s website at www.adviserinfo.sec.gov or FINRA’s BrokerCheck at https://brokercheck.finra.org/

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