Video

Take your first step

Your journey to financial wellness starts today

2 min read

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Financial wellness means having a plan for your day-to-day decisions, being able to absorb a financial shock and mapping out your goals. It’s a lifelong commitment to building the right behaviors that contribute positively to your future. Changing your relationship with your finances may seem like a tall task, but it starts with small steps. Education, tools, automation and dedicated professional support can help you get a jump start.

Key Takeaways:

  • Building your understanding can increase your confidence and help you tackle financial decisions from a position of control.
  • How you feel about your finances can be even more important than how much money you have.
  • Financial wellness describes the commitment, knowledge and good habits that can help you find a positive relationship with your money.
  • Staying the course can require letting go of fears, making changes and staying positive.
  • Although your money journey is lifelong, one of the most important steps you can take is the first one. UBS can help you find your starting point.

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This is for informational and educational purposes only and should not be relied upon as investment advice or the basis for making any investment decisions. It has not been prepared with regard to the specific objectives, financial situation or particular needs of any specific person. No representation or warranty, either express or implied, is provided in relation to the accuracy, completeness or reliability of the information contained herein. Any opinions expressed are subject to change without notice and may differ or be contrary to opinions expressed by other business areas or groups of UBS.

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary(PDF, 143 KB).

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