Understanding your money personality can make your life better.
What’s your sign?
No, I’m not testing out cheesy pick up lines. (But I know you know that.)
How do you feel about money?
That’s a Financial Advisor‘s pick up line.
(But really, what’s your opinion on money? (Is that too personal of a question? I know you have an opinion though!)
How Understanding Your Money Personality Makes Your Life Better
- Information moderation
- Wait three days
- Spend purposefully
- Monitor your money
- Have a Spending Strategy
- Make smart investments, be diversified
- Address and understand your emotional feeling about money
Filter where you get your financial information from, don’t log onto your financial accounts unnecessarily and get advice from a licensed financial professional.
Wait Three Days
Monitor Your Money
Are you contributing to your employer’s retirement plan? You don’t need to look at every statement you receive, but at least you should know that you’re saving. What’s a number you like having in your checking account? Pay attention to at least keeping to your minimum.
Have a Spending Strategy
Make Smart Investments
Address Your Feelings About Money
How Understanding Your Money Personality Can Make Your Life Better: Build a Financial Foundation
If you would like to talk more about your financial personality and how to create a plan that best fits your personality, schedule a call with me. I create plans that take into account my client’s financial personality, their risk and goals. Financial planning is not a one and done event, like life, our finances and how we feel about and what we need from money is ever evolving. So, let’s talk.
It can be intimidating.
My goal is to create an environment of comfort and openness for my clients.
The Greenway Wealth Advisory Blog
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