25 Ways We Help Clients Build Better Relationships with Their Money
11.) We help clients view money as a tool to help them reach their ideal life instead of something to fear or ignore.
Money is often viewed as confusing and can be a source of shame and discomfort for many. This is an unfortunate reality: we are rarely taught anything about money or finances in formal schooling, and it is considered taboo to talk about with friends and even our family.
At Arrivity, we view money a little differently and we help our clients make the transition to having a “money positive” mindset. Every adult must engage with money – it is a fact of life, as certain as death and necessitated by taxes. Given that money will be a permanent fixture in your life, the best path forward is to ensure you have a positive relationship with money. Recognize that, if mastered, personal finance can be the key to you living your best life during both your working years and your non-working years.
“Don’t tell me where your priorities are. Show me where you spend your money and I’ll tell you what they are.” – James W. Frick.
The Asset Summaries and Cash Flows our financial planners provide for you reveals both your short-term and long-term spending goals that you’re earmarking or saving specific funds for. This can help you to: 1.) Look forward to specific travel plans or vacations; 2.) Plan a move or house purchase; and 3.) Otherwise spend your money on things that are important to living your version of a wealthy life.
Please contact us at: Contact Arrivity or 206.217.2583 or info@arrivity.com if we can assist you or someone you know with financial planning.
Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.