Living And Investing With No Regrets

As we head into the end of 2017, many of us will think ahead to 2018 and make resolutions, update our life goals, or decide on a new or different path to head down in life.

Oftentimes, this also means that we look back at the previous year and ask questions like:

• “Am I getting what I want out of life?”

• “Did I do everything I wanted to do this year?”

• “What did I regret doing this year that I don’t want to repeat?”

• “Did I grow/change in the way I wanted to this year?”

• “Am I better person than I was a year ago?”

One area that can easily get overlooked is our finances.

In the hustle and bustle of the holiday season, we choose not to look at our credit card statements or bank accounts because we know it’s bad. We choose to put off dealing with it until later.

Investors will receive statements and simply place them on a stack of bills or other documents to be filed later and not look at them.

Here is a question you should consider: “Are you doing everything possible to be in the best financial position possible for you and your family?”

Do you have a budget? Do you follow it?

Do you have a life-long game plan for your financial spending habits?

Do you know if you are on track to reach the goals you have for your life?

Is your investment portfolio designed to capture the best possible return the market will provide?

As the fanfare of the holidays wind down and you pick up your bank statements and investment statements, won’t you take a moment to answer the questions above?

Have you ever had someone help you get on track, or get back on track, towards realizing the hopes and dreams you have for your family? Would you like to?

This is what I am here to do. I am here to help families like yours get on track to realize the dreams they have for the future. I help families create and keep budgets, optimize their investment portfolios, and I give them a lifetime of education and coaching so they can actually do what they want to do in the future.

If you are looking for someone to help you, please contact us or attend one of our upcoming workshops to begin the process. I look forward to seeing you in 2018!