Happy New Year! January is not only a typical time for us to reflect on the previous year and fine tune our goals, it is Financial Wellness month. Financial Wellness isn’t tied to the amount of money we have, it has to do with how we feel about our financial life. The most important indicators of financial wellbeing are the ability feel in control of our finances and meet our regular expenses, as well as be able to absorb a financial shock. Other impacts are feeling like we are aligned with what we care about and how we spend our money, and making sure we getting value from what we spend money on. It takes being intentional and putting the time in to get there. We are here to help support you in your journey to financial wellbeing. Let us know if there is something you would like to focus on for 2024.
