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