A Different Kind of Valentine: Love That Plans Ahead
Written By: Scott Van Den Berg, CFP®, ChFC®, CEPA®, AIF®, CRPS®, CMFC®, AWMA®
As Valentine’s Day approaches, this article explores how love and money both reflect our deepest values—especially in times of pressure—and why true financial success is measured by how well we protect and care for the people who matter most. It emphasizes practical steps like updating beneficiaries, reviewing estate documents, and planning for the unexpected to ensure our wishes align with our responsibilities. Ultimately, financial planning is framed not as a pursuit of perfection, but as an act of resilience, stewardship, and tikkun olam—improving the world by first caring for those closest to us.