Values Based Financial Planning

In the grand scheme of things, money’s not that important. It’s important only to the extent that it allows you to enjoy what’s important to you. And not worrying about your finances is critical to having a life that excites you, nurtures those you love and fulfills your highest aspirations. If you want to make smart choices about money, based on what is important to you —your core values— Values-Based Financial Planning™ is for you.

As practitioners of Values-Based Financial Planning™ we will help you build a financial strategy, starting with your own unique values — what is truly important to you. By defining these unique values, we can create a plan that not only looks good on paper, but spurs you to follow through and achieve your goals.

Using Values-Based Financial Planning™ will help you realize what’s important to you, align your financial choices with the great life you want, and become inspired to do whatever it takes to have that life.

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See how Values-Based Financial Planning™ can help you achieve your most important financial goals while enhancing your quality of life.

This site is intended only for clients and interested investors residing in states and countries in which Catalano Financial is qualified to provide investment advisory services.

Catalano Financial is an State registered investment adviser located in The Woodlands, TX. Catalano Financial may only transact business in those states or countries in which it is properly registered, or qualifies for an exemption or exclusion from registration requirements. For non-clients of the firm, Catalano Financial's website is limited to the dissemination of general information pertaining to its investment advisory services.

Please contact Catalano Financial at 832-696-0990 to find out if we may conduct advisory business in the state or country where you reside. Accordingly, Catalano Financial does not, and will not, effect or attempt to effect transactions in securities, or render personalized investment advice for compensation, through this website. Any subsequent, direct communication with a prospective client will be conducted by a Catalano Financial representative who is either registered or qualifies for an exemption or exclusion from registration in the state or country where the prospective client resides.