Result: You're a verbal person, motivated by the freedom to pursue your dreams.
Result: You're a verbal person, motivated by the freedom to pursue your dreams.
Have one-on-one money conversations whenever possible. Talk it out or write it down. You want the opportunity to make your dreams happen. Identify what freedom looks like to you. Start planning for these dreams and you’re on your way.
Financial Dreams Kickstart Guide
Financial Dreams Kickstart Guide
Dreaming about what you want your money to do can be fun. Use this Financial Dreams Kickstart Guide to get going.
- What do you want to accomplish in your life?
- What are your main concerns?
- What do you want your legacy to be?
- Who are the people that matter most to you?
- How do you plan to achieve your life’s vision?
Your cash cushion is custom-made
Your cash cushion is custom-made
Creating a cash cushion is one of the first money moves you should make. It provides safety but it also provides freedom. However, when it comes to how much you should have on hand it’s not one-size-fits-all. In this podcast, a UBS Investment Strategist talks about the importance of having a cash cushion, the risks of holding too much cash, and how you can think strategically about borrowing. Use it to help determine how much cash you should be holding.
Manage risk in your investment strategy
Manage risk in your investment strategy
New Financial Goals Kickstart Guide
It’s time to reevaluate how your financial goals fit with the goals you have for your life. Meeting with a Financial Advisor can help you build a comprehensive plan and remove some anxieties around the unknown. Here is a list of questions to talk with a Financial Advisor about right now:
- Do I have enough to sustain my lifestyle?
- What is my updated net worth and asset allocation?
- Does my current budget align with my goals?
- Are my values reflected in my individual financial plan?
- Am I saving enough and in the right places?
