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A Personal Note from Dan Andrews

 

Life proves to be a whirlwind sometimes. The ability to focus proves challenging during these chaotic situations. This is where the Well-Rounded Success model truly helps.

Whenever I need a nudge to remember where to focus, I reference the tasks I list under the five pillars of Well-Rounded Success: Bedrock, Community, Career, Relationships and Soul.

This tool allows me to drown out the noise, self-doubt, and shiny objects... SQUIRREL!

Watch this short video and get the free downloadable worksheet to build your own Well-Rounded Success model. I've heard from numerous people who also enjoy this way of thinking and hope you find this framework helpful too!

 

A Framework for Living:
Build Your Own Well-Rounded Success Model


On a personal side, my incredible wife and I ended our 4.5 year engagement with a wonderful wedding experience. Lots of great energy, fun, and dancing with families and friends.

My wife proved to be a better writer than me where her vows felt like poetry and my vows seemed like bullet points. :-)


Wish us luck as we're about to embark on our Greek honeymoon. In honor of our upcoming adventure, there's a Greek mythology corny joke at the bottom of this newsletter!



Keep reading to get financial tips, insightful quotes, and a love 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: Family Money Chats

Does your family feel comfortable talking about money with you? Money is one of those taboo subjects that makes people awkward. Almost as awkward as watching a romantic movie scene next to your family members.

Instead of "winging" a family money chat, learn from my experiences and also get the free Family Meeting Agenda provided in the following article:


How to Have Family Money Conversations

Another Bonus: One of the first things we did as a new husband and wife was hike to the top of our local mountain in Fort Collins. While hiking, we created our Andrews Family Mission Statement.

Read what's important to my incredible wife and I by seeing our new mantra which is in the above article :-)

 



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


"Hope really does change someone's situation more than their math does."

Dave Ramsey

Quote said as a guest on the podcast, After the Fact by the Pew Charitable Trusts:
Episode - Dave Ramsey Talks American Debt

 

Well-Rounded Success Around The Web


I'm excited to see my name in this MarketWatch article titled
Here are 5 Times When It's Better to Stash Your Cash and Pay with Plastic

It was a fun experience to share knowledge at the XY Planning Network National Conference in St Louis speaking on a panel titled,
Crushing Financial Planning: How to Build a Repeatable Process


Want some quirky inspiration and financial tips mixed with dog pictures?
Follow our Instagram page!
Recent Post: Bogie guilt tripping us to feed him with a financial tip about food costs


Throwback Well-Rounded Success Article
Investing with Optimism: A Key Factor in Our Investment Philosophy

"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: Why doesn't Aphrodite date tennis players?
A: Because love means nothing to them :-)


Please help us grow our community by forwarding this newsletter to others who might be interested!
High Five!
Copyright © 2018 | 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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