Working with a financial planner is a reminder that our relationship with money is constantly evolving. And with the latest developments, I’ve learned to be more proactive. Together, we’ve created systems so I can be more intentional about savings. But the number one takeaway is back to her Mentality—Remind that it is a good idea to seek expert advice wherever I can. With the holidays approaching, it couldn’t be a better time to do so.
I have always been a firm believer in the importance of finances in the bigger picture of well-being. While I may not need help with accountability behind cooking, strength training, or sleep hygiene, financial well-being is one area of wellness where I’m not necessarily in my element. You have learned the importance of becoming a supplier, like fortune faceto help me navigate. We, as a family, will now be checking our big goals every quarter and taking advantage of more programs available to us. I work with fortune faceI remember something I learned a long time ago: Wellness is always better when shared.