We all know how important exercise is to your health. Studies have shown that exercise enhances the quality of life and helps you live longer. Financial fitness works the same way. Good financial health helps pave the path to fulfilling your life goals and to greater financial security.
Just as a personal trainer creates a fitness and diet program to keep you accountable and focused on your physical health goals, a financial advisor does the same with your finances. A good financial advisor will:
- Help develop your financial goals by knowing what is important to you. It might be buying a house, saving for children’s college or retirement. Preparing a personalized path to your financial goals helps you visualize your success.
- Provide feedback by working with you to fine tune your plan when life events change your financial goals. We all know life can throw us curveballs. Having someone to help you navigate their impacts is crucial to success.
- Address your questions and concerns by advising you when you are unsure how a particular circumstance can affect your financial future. How does buying a bigger house affect my goals? How does going from a two-income to a one-income household change my plan?
- Provide on-going accountability by checking in and periodically analyzing your progress. Showing how small consistent actions turn into big results is encouraging. Seeing your progress can be inspiring and keeps you focused.
- Be your cheerleader by encouraging you and making you feel good about your progress. Financial success is hard work, and we all need a pep talk from time to time.
Financial fitness is the key to accomplishing your life goals. It requires a well thought out plan, consistency and determination. Though this can be accomplished on your own, having the support and guidance of a financial advisor increases your likelihood of success. Just as a personal trainer can help you accomplish your physical health goals; a financial advisor can help you feel more confident in your financial future.
Mario Hernandez has been a Certified Financial Planner (CFP) for over 30 years and brings a vast amount of experience in the financial planning and investment management business. Through Longevity Wealth Management, Mario provides holistic planning services that help clients find solutions to live their best life. Mario’s email address is mario@longevitywealthmanagement.com. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through Longevity Wealth Management. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Oasic. Certain insurance products are offered by Mario Hernandez as a licensed agent independent of Osaic Wealth, Inc.. Mario Hernandez is not affiliated with Osaic Wealth, Inc. or registered as a broker-dealer or investment advisor.
