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A Personal Note from Dan Andrews

 

Three years of entrepreneurship has been a pleasant whirlwind. Lots of triumphs, failures, curveballs, and, most importantly, people helped. Thank you to everyone for your support as I continue to live my dream.

Well-Rounded Success became a fee-only Financial Planning firm in January, 2016 and I couldn't be more excited to see this company's progress throughout these last three years.

I'm even more excited about the next steps for this company and brand.

Learn about Well-Rounded Success' origin story as well as some of my favorite money quotes.



36 Money Quotes
to Celebrate Three Years ins Business



Let's Celebrate & High five!



Keep reading to get financial tips, insightful quotes, and a Pirate themed corny joke at the bottom of this newsletter.
 
If you found this free newsletter on social media or someone forwarded this monthly email and you wish to sign up yourself, please get on our list with this link:


 
Send Me Monthly Financial Tips and Corny Jokes!

Financial Tip of the Month


Topic: Align Your Money with Your Values

"Don't tell me what you value. Show me your budget and I'll tell you what you value."

This quote is credited to Joe Biden and I hope you enjoy the quote no matter your political preference.

As a Financial Planner, it's fun to challenge clients to ensure they're spending their hard-earned money on what they value instead of habitually spending on unnecessary items.

Living and spending with intention help align your personal values with your budget. Learn how to do this by getting our free worksheet in our recent article!


Align Your Money with Your Values:
Put Your Money Where Your Mouth Is

 



If you want personalized guidance and encouragement from someone trained in comprehensive money planning, please visit our Well-Rounded Success Services website to see how you can work with a CERTIFIED FINANCIAL PLANNER™ professional.
 

Financial Quote of the Month


"I keep my needs small so my wants can be outrageous."

Saundra Davis, MSFP, APFC®, FBS®
 

Well-Rounded Success Around The Web


Learn how to make better goals by using the S.M.A.R.T. goal method. You can see me explain while using a Homer Simpson toy in this video:
How to Set Better Money Goals

Are you motivated to learn about investing in 2019? Read my thoughts about investing for beginners in this Bankrate.com article
How to Start Investing

Thanks XY Planning Network for including my work in these recent publications
21 Books that Transformed My "New Adult" Years

Good Financial Reads: What is Financial Planning?

Want some quirky inspiration and financial tips mixed with dog pictures?
Follow our Instagram page!
Recent Post: Bogie channeling his inner Mickey Mouse
 

Throwback Blog Post

 

Passive vs. Active Investing: Keeping Your Costs Low

"Be the type of person you want to meet."

Dan Andrews

Leader and
CERTIFIED FINANCIAL PLANNER™
Here's a job description for the ideal person to join Well-Rounded Success so we can help more people with Financial Literacy and Personal Growth!
 
Please Contact Dan to learn more.

Corny Joke Reward

Q: How much did Jack Sparrow pay to get his ears pierced?
A: A bucc-an-eer :-)


Please help us grow our community by forwarding this newsletter to others who might be interested!
High Five!
Copyright © 2014 -2019 | Well-Rounded Success, All rights reserved.

Dan Andrews, Leader and CERTIFIED FINANCIAL PLANNER™ 
Well-Rounded Success  |   www.wellroundedsuccess.com
Ph: 720-507-9203 
1001A E. Harmony Rd., #25, Fort Collins, CO 80525
dan@wellroundedsuccess.com

Well-Rounded Success is a registered investment advisor. Information in this message is for the intended recipient[s] only.
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Well-Rounded Success · 1001A E. Harmony Rd. · #25 · Fort Collins, CO 80525 · USA

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