The first principle of Optimal Financial Wellness is to “imagine” your purpose for money.
Don’t confuse purpose with goals. Goals are finite and don’t answer your why. Purpose goes to a deeper level and gets to the root of what fulfills you. With a clear purpose for why you use your money, you can then outline goals that will help you achieve that purpose.
Watch the first three principles of Optimal Financial Wellness: https://youtu.be/nB8EHidv7gs
Read Our Article on Financial Purpose vs Goals:
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ยฉ 2022 Optimal Financial Wellness
J Scott Foster is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS).
OSJ: 333 N. Indian Hill Blvd, Claremont, CA 91711, United States. 909-399-1100
Securities products and advisory services offered through PAS, member FINRA, SIPC.
Financial Representative of The Guardian Life Insurance Company of Americaยฎ (Guardian), New York, NY.
PAS is a wholly owned subsidiary of Guardian. Pacific Advisors is not an affiliate or subsidiary of PAS or Guardian.
This material contains the current opinions of J Scott Foster but not necessarily those of Guardian or its subsidiaries and such opinions are subject to change without notice. This presentation does not provide medical or mental health advice. It is intended for informational purposes only. It is not a substitute for professional medical or mental health advice, diagnosis or treatment. Never ignore professional medical advice in seeking treatment because of the information presented.
2023-158205 exp 07/25
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