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Monthly Archives

August 2010

Three Steps to Financial Healing

By | Financial Intentions | 2 Comments

Financial healing is a three step process.  It begins by unplugging from the outside world and focusing inside on your authentic self-your core values, beliefs, unique abilities and sense of purpose.  The next step is to define your own personal dreams and desires, to determine what you’re passionate about, which is necessary to get what you really want out of life.  Finally, you must devise a Personal Navigation Route.  This is the life plan that will get you from where you are to where you want to be.

In your 40′s? Questions you NEED to ask yourself before you meet with a financial advisor.

By | Financial Intentions | No Comments

In my last blog post I touched on some questions you need to think about while in your 30’s.  Here are some questions for you to ponder for those of you in your 40’s.  Discuss these with your financial advisor and make sure he/she is on your team to help you reach your goals! 

  • Are you still passionate about your work or is it time to move on?
  • Are you starting over in the wake of financial loss?
  • Is your risk tolerance the same now with regard to your money and what it’s doing for you?
  • Are you on track to financial independence?  Are you on the path to enough income to work less, and if so, at what age?
  • What’s fresh in your life?  What feeds your soul?
  • What life have you chosen thus far?

In Your 30′s?-Questions You Need To Ask Yourself Before You Meet With A Financial Advisor

By | Advice from Julie Murphy Casserly | No Comments

Wondering if your current financial advisor is worth their salt?  During your thirties, here are an example of questions that a good financial advisor should ask you to think about   It’s a good indicator on whether or not your advisor is an advocate for you or not.

  • Are you buying a second home and selling your first home?
  • What is your marital status now?
  • What can you do about saving for your children’s college education
  • Have you done any estate planning for guardianship of children, etc.?
  • What kind of financial karma are you throwing around?
  • Do you live a life of financial lack or abundance?

Be honest with yourself and your advisor to make sure you are moving towards or maintaining a life you love!