VIDEO: Behind the Scenes: A Candid Conversation on Money

by Dan Dorval & Leah Woodly

At Dorval & Chorne Financial Advisors, we are honored to recognize exceptional individuals who positively impact their communities and enhance the quality of life for those around them. This month’s Quality of Life Nurse Award recipient decided to shake things up by flipping the script—and interviewing us!

We had the privilege of sitting down with this inspiring nurse to discuss a range of topics, including:

• What drives our mission at Dorval & Chorne
• The people and communities we serve
• The state of financial literacy in America
• And much more!

In this thoughtful and engaging conversation, Dan and Dr. Sahadeo share insights about the importance of financial wellness and how it connects to living a fulfilling, values-aligned life.

Listen to the conversation and learn more about how we’re making financial planning more meaningful.

We believe financial literacy is a cornerstone of a better quality of life. Conversations like these remind us of the power of collaboration and the shared commitment to helping others thrive

This material is intended for educational purposes only. You should always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost. Dorval & Chorne Financial Advisors is a registered investment adviser with the SEC. Registration of an investment adviser does not imply a certain level of skill or training.