We are just over the half-way point for 2018 – 50% of the year is in the rear-view mirror. How are your financial New Year’s resolutions holding up? Distant memory? If that’s the case, please read on because we can help.
One of the biggest reasons why individuals do not follow through on their financial resolutions is that they don’t have a clear sense of what success means. For many clients, we’ve seen that success comes from a deeper understanding of where they stand with money, emotionally and financially, developing concise and attainable goals, getting organized and implementing a manageable plan to move forward.
We’ve seen, first-hand, that financial well-being comes with a deeper understanding of where you stand with money, emotionally and financially, developing concise and attainable goals, getting organized and implementing a manageable plan to move forward. And that’s why we created the 7 Stages of Financial Well-Being®, a framework Canadians can use to identify their feelings and behaviors towards money, assess their current situation, and focus on the right things to improve their financial well-being. This framework provides our clients with a clear and measurable way forward.
This short, two-minute video is a quick and effortless way to learn more about the 7 Stages of Financial Well-Being.
Enjoy.
P.S. Once you’ve watched the video, we encourage you to take the 7 Stages of Financial Well-Being quiz. It will help you identify your current feelings and behaviors around money, and provide a clear and measurable way forward.
