April 1, 2021

Natallia Smith
(TruWealth Advice)

It’s not just about the money.

Speaking to an adviser is a vital first step towards financial freedom and independence. Financial advisers can help anyone. Their role is to give informed, professional advice that enables you to create good habits and focus on achieving your goals.

Debbie has three young children. She’s time-poor and tired. Living day-to-day, she often feels financially out of control and has no idea how to manage the ongoing pressure of expenses and debt. While Debbie maintains a rough budget for bills, groceries and car expenses, she doesn’t have a clear view of her monthly cash flow and cannot see how to live the life she dreams of.

Talking to a financial adviser can make all the difference

A skilled financial adviser will take the time to learn all about YOU!

They will ask about your family, work, and the things you enjoy; they won’t focus only on the money. Together, you’ll explore your personal and financial situation. You will share your dreams and goals and develop strategies to work towards a better future.

To move forward, Debbie must consistently review her financial matters. It’s not enough to spend one day, once a year, sorting out receipts and organizing her tax return.

It takes action to achieve results

Review your finances weekly, if not daily.

This practice helps you be aware of what works (and what doesn’t). Once you have a clear understanding, you can figure out how to improve your financial situation and create the freedom to achieve your goals.

Stop the overwhelm

Doing paperwork and paying bills is not fun but, by doing this regularly, you will:

feel in control
be aware of spending and saving patterns
have the ability to make informed changes where required

Creating good financial habits builds towards a positive, less-stressful future – and who doesn’t want that?

Developing a budget, consistent review, and planning for the future are critical steps towards financial freedom. A financial adviser will steer you in the right direction and help you implement the best strategies to achieve your goals and live your best life.

If you’re unsure how to get the most out of your finances, call Natallia and take the first step to financial strength and independence.