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FA Center: Answering these 3 questions about money can enrich your life

Most financial advisers see their job as helping clients manage money. Steve Sivak wants to help them manage life.

Sivak, 39, focuses on the human side of financial planning. “People are much more likely to stick with a financial plan that’s aligned with their values,” Sivak said. “While I don’t force it, I try to get them to talk about what is deep down.”

Financial adviser Steve Sivak focuses on the personal in personal finance.

In initial meetings with clients, Sivak discusses their personal values as well as financial matters. To smooth the way, Sivak applies a technique that he picked up from George Kinder, a certified financial planner and founder of the Kinder Institute of Life Planning, which provides training and consulting to advisers.

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