Result: You're a verbal person, motivated by tangible goals.
Result: You're a verbal person, motivated by tangible goals.
Have one-on-one money conversations whenever possible. Talk it out or write it down. Enjoying the fruits of your labor is important to you (and you deserve it). Focus on all the things you want to enjoy, then budget, save and invest to reach them.
Money Moves to make:
Money Moves to make:
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?
Talk to your friends about your spending.
Talk to your friends about your spending.
Starting a conversation is an important money move, sometimes we just need help getting started. Our fill-in-the-blank money talk guides are the perfect way to organize your thoughts when it comes to commonly avoided conversations. Start planning now.
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?
Talk to an Advisor Checklist
- Financial and estate plans
- Savings and checking accounts
- Emergency funds
- Expenses
- Pensions and Social Security
- Retirement accounts
- Investment accounts
- Life insurance policies
- Long-term care policies
- Loans, credit lines and other debt
- Trust accounts
- Real estate
- Annual gifting
- Charitable giving