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Understanding where you are, what matters to you, and how to reframe the challenges to unlock fulfillment of your goals.
We have learned that people looking to sort out their money situations fall in to one of these three stages;
"I know I should be doing something ... I just don't know what. Or how"
"I'm doing some things right, but I'm not sure if it all fits together"
"I'm doing well - but I don't want to make the wrong big decisions."
If you fall in to one of these three categories register below to learn key points to setting up your foundation of clarity.
Stage 1
Just Starting
You are in this stage if you are:
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Learning how to manage money (including budgets) for the things that are important
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You feel like you are living paycheck to paycheck and money feels tight or unpredictable
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You have very little or no investments
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Deciding where to start and how feels so intimidating that you’re avoiding it
Stage 2
Building Momentum
You are in this stage if you are:
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Saving regularly, maybe investing
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Juggling priorities (kids, home, debt, lifestyle)
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Wanting clarify and confidence even if you feel that there is a lot of time left to figure it all out
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Feeling busy but not behind
Stage 3
Structured + Complex
You are in this stage if you:
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Have multiple saving and investment accounts
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Have bigger trade-offs (tax, family support, timing)
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Are thinking long-term financial commitments and generational wealth (leaving money for your beneficiaries and/or causes)
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Are coordinating areas and planning strategies
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