Financial Wellness

Posted: February 20th, 2010 | Author: | Filed under: Financial Advice | No Comments »

The things we value the most in life usually don’t have a price tag on them.  However, financial ‘wellness’ is necessary to secure and protect those ‘things,’—like our children’s education, a healthy environment and our own physical and mental well-being.

If a person follows a ‘wellness program,’ they can avoid a lot of mental and physical problems in life.  Similarly, if we follow a ‘financial wellness program’ in the form of a comprehensive financial plan, we can enhance and protect our financial health and well-being.

Life is filled with uncertainties and no one knows for sure what the future holds. But that doesn’t mean we should just depend on our luck.  The only way to increase our chances for success is to plan for the future by being proactive NOW.

Our foresight (and insight) should be sharper than our hindsight. This is only possible if we take the necessary time to evaluate our present situation and decide or consider where we want to be 5 years from now, the next decade—or even 50 years from now.  Then we need to determine how we’re going to get there.

You might have heard the saying: It’s the doing that does it, and it’s the delivering that delivers it. In the same way, the only way to realize our dreams is to realize them, which means to bring them to life.

The way to actualize our dreams is to turn them into goals and act upon them. This means setting goals, constructing a plan, and implementing it.   From time to time, it may be necessary to modify the plan when new opportunities present themselves, or our goals change, or our life changes in unexpected ways.

As your personal financial advisor, I will guide you through this process.  We will work together to translate your dreams into reality.  With my knowledge and experience, and using the various financial instruments available today, we will construct a solid financial plan—a roadmap to success.

One of the most important elements of financial planning is to closely track your financial picture and make adjustments as necessary.  As your financial advisor, it is important for me to track results and fine tune the plan as required.  This is one of the most valuable aspects of the personal financial advice and planning that I provide.

The complimentary initial consultation is the first important step in this process. During this meeting we will conduct a brief financial check-up and determine if we feel we can work together successfully.  You have nothing to lose and everything to gain. To set up a time to meet, go to my Linked In page, and then click on the link to My Company.

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