Real Life with Toni Reece and Guests Chris Briscoe & Lisa Ashcroft

Planning with purpose.  Turning your money into meaning.  Chris Briscoe, Senior Vice President and Director of Financial Planning and Lisa Ashcroft, Vice President and Wealth Advisor both of Girard, a Univest Wealth Division provide important information answering the question - why financial planning matters.  They teach us in this episode that financial planning isn’t just about preparing for the future, it’s about giving you the confidence to live fully today.  When your money is aligned with your purpose, you are not just building wealth, you are building a life that truly means something.