Happy New Year! January happens to be Financial Wellness Month, the perfect time for resolutions geared toward meeting your financial goals!
From assessing your financial strategy needs to any adjustments or changes based on your lifestyle, the Curran Team is here to help.
This can vary drastically from person to person. A person who has had serious financial troubles in their life might have different expectations than a person who has enjoyed relative financial stability.
First, ask yourself what you need to feel secure, financially speaking. Often we are only sure of what is needed to cover our immediate expenses and are unaware of detrimental spending habits as they form .
Here are some questions to consider:
These questions help paint a realistic picture for your financial wellness. Our Private Wealth Managers (PWMs) work with you to eliminate the guesswork and create projections with your current goals in mind.
As mentioned above, financial wellness is often a matter of setting goals. What can you accomplish now? What can be implemented into your larger financial strategy, now and in the future? For now, consider taking these actions:
These are, of course, not hard and fast rules. As mentioned above, every individual has their own specific definition of financial wellness. Some of these examples might feel like a long reach. Others, you may already be practicing. The good news is that with careful practice and judicious scrutiny, many people can gain a feeling of satisfaction (and even pleasure) from maintaining financial wellness.
As always, the Curran team is here to help you. Reach out to your PWM with any questions you may have.
Thomas J. Curran
Founder & Co-Chief Executive Officer
At Curran we value service over sales and believe quality service yields happy clients. Below is our 4-step process (the first three steps at no cost to you).
A short introductory call for us to get to know one other. During this call we will discuss your financial goals, concerns and hopes for the future.
In this meeting we will go over your current financial situation, take a deeper look at your goals, discuss your risk tolerances, and collect the data necessary to build a formal proposal.
Based on our data gathering session, our Private Wealth Managers will present you with a custom proposal tailored to your needs. We encourage individuals to take the time to evaluate this proposal.
If you are comfortable with the proposal and choose to invest with Curran, our team will be there every step of the way assisting in opening the recommended accounts and facilitating all necessary parts of your onboarding process.