Discover and implement your unique “money vision.”
A “money vision” is like a map. It tells the story of your life. It captures where you’ve been, where you are, and where you are going. A “money vision” is unique, because no two people start in the same place or end at the same destination. It’s made up of your values, dreams, goals, priorities, and experiences. It has structure so that it can support and guide you. It can create security if designed right. It puts a financial floor under your feet. It should
be designed to help ensure that you are headed in the right direction. It has flexibility because your life is flexible. Goals change, priorities get reassigned, and dreams get replaced. Discovering and implementing your unique “money vision” is like creating a matrix from which satisfying financial decisions can be made today and in the future.
Expand and adapt your unique “money vision.” Modeling long-term projections can be an
invaluable way to expand and adapt your unique “money vision.” A projection allows you to see the future results of decisions and plans made today based on current assumptions. As your assumptions change so will your results. Running multiple projections over time will help you to stay on track towards the accomplishment of your financial goals. A projection enables you to see areas of weakness in your current financial decisions. Being aware of these areas of sensitivity allows you to make wholesale changes or smaller tweaks as they are needed. Finally, projections allow you to compare several “what if” scenarios to further fine-tune your financial choices. Projecting the result of current scenarios can be invaluable to establishing a feeling of confidence, accuracy, satisfaction, and expectation in your ever-changing world.
Thrive and enjoy your unique “money vision.” Thriving in life is a result of the choices you
make and the character you possess. People who thrive and enjoy life experience a sense of
development, of getting better at something, of succeeding and mastering something. One of the keys to thriving and enjoying your unique “money vision,” is fostering a long-term
investment mindset. Nurturing the patience needed to build wealth from the ground up. Now, more than ever, the adage, “time in the market is better than timing of the market” rings true. Moving in and out of the market slows momentum and can reduce returns as “best days” in the market are being missed while sitting on the sidelines. Although it is tough to be patient through difficult periods in the market, weathering the storms and taking advantage of the “best days” can be rewarding.
At R&R Financial Advisors, we are helping young professionals create wholeness in their
financial future by developing, expanding, and thriving in their unique “money vision.”
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Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor. BWA and Brookstone Capital Management, LLC are affiliated companies. BWA and R&R Financial Advisors, LLC are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
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