“Progressively Yours: How Being Real and Creating a High-Trust Environment Gels as Values Added” with Zach Teutsch - Episode #11 of NAPFA Nation

<p>In Episode #11 of NAPFA Nation, <a href= "https://valuesaddedfinancial.com/bio-zach-teutsch" target="_blank" rel="noopener">Zach Teutsch</a>, managing partner at <a href= "https://valuesaddedfinancial.com/" target="_blank" rel= "noopener">Values Added Financial</a>, talks with podcast host <a href="http://www.marieswift.com/" target="_blank" rel= "noopener">Marie Swift</a> about helping “progressives” build financial lives they feel good about. Established in 2017, his fiduciary financial planning and wealth management firm is passionate about supporting people who want to leverage their wealth to make an impact and live a joyful life.  </p> <p>Setting the right goals and aligning those goals with one’s values, he says, is the equivalent of setting the GPS for one’s life. The principals and staff at Values Added Financial do not shy away from being real and are known for demonstrating their own diverse and progressive values in the world. This authenticity sets the stage for attracting remarkable and diverse clients and for working in a high-trust environment. </p> <p>The company also attracts and retains quality team members who share their values, freeing everyone to focus on more meaningful work and values/goals alignment. He is an active member of ACP (<a href="http://acplanners.org/" target="_blank" rel= "noopener">Alliance of Comprehensive Planners</a>), <a href= "https://www.xyplanningnetwork.com/podcast-blog/ep-170-impact-financial-planning-for-progressives-the-career-of-zach-teutsch" target="_blank" rel="noopener">XY Planning Network</a>, and NAPFA (<a href="http://www.napfa.org/" target="_blank" rel= "noopener">National Association of Personal Financial Advisors</a>), three professional associations that provide methodologies, community, and resources for fiduciary financial planners. </p> <p><strong>In a nutshell: </strong></p> <ul> <li>Values Added Financial focuses on helping clients align their values with their financial goals. The firm has experienced significant growth over the past six years