Values Based Life founder, Robert MacPhee, and financial planner Allie Beckmann come together in this episode to discuss her unique, holistic approach to financial planning and investing, and the underlying values that fuel her work.  Allie Beckmann, RFA® helps mission-driven and social-impact warriors utilize money as a tool so that their dreams become a reality that reflects their values and vision.  As a financial planner and performing artist, she specializes in working with creative and service-based female entrepreneurs to set them on the most efficient path to financial security and creative freedom. Allie’s holistic approach honors the inevitable relationship between the emotional and tactical aspects of money while creating a safe space for her clients to bring their full selves to the table. Allie currently holds her Series 6, 63, 65, and 7 licenses as well as her Health/Life/Annuity License.  You can learn more about her on her website or on LinkedIn. If you’d like to have a chat with Allie about the ways she can help you accomplish your goals and live your Ideal Life, you can set up a time to connect here.

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