Over the course of my financial fitness advisory has been enjoyable yet challenging in servicing and creating the most attractive way for my clients to learn and apply the best way to enhance their capability for financial growth. The following are the 5 helpful tips to financial fitness.
1. Understand where you are right now.
Understanding your financial status is the very core of your success in finances. There can never be a more effective way to know where you are by acknowledging the true and honest reason for your financial status. If you are going negative on your monthly income and getting even higher credit card expenses than what is coming into your pocket then it’s time for you to do something about your spending habit.
2. Analyze your need.
Understanding is coupled with the analysis process. The analysis comes with the right people to talk to when it comes to your process. You know that a good fitness goes with the right people you do every crunch and lift. This goes the same with your finances. I know it’s hard to let people know how broke you are or how breaking your status be but it pays a healthy step back when somebody is guiding you the best way to go thru your finances. Get the best assistance by using the financial needs analysis from my financial advisor.
Read: Learn the basic of Investment here.
3. Check the best tool.
Nowadays, a lot of get-rich-quick tools that circulates on the web has been creating a lot of people dismayed on their finances. So, it is important to check the best tool that is available in the market. Check out the best product available under Sun Life of Canada Philippines. I bought my own product from them for five years now and they have not failed me since then.
4. Subscribe to the best tool
Understanding and knowing is one thing but doing something about it is another thing. Subscribing to the best tool will not just force you to act on the things that you need to do but also to enables you to see the benefits along the way. If you are single and keeping your finances stable to provide for your travel needs, you don’t have to sacrifice a lot. Setting aside a little of your money won’t hurt your pocket.
5. Enrich your tool
– I have been maintaining clients for quite some time and what hurts me so bad is when they unsubscribe to their plan for no apparent reason. Subscribing to a financial product is best used when you keep it and enrich it. Each of the product that is designed for your need applies to what situation you are currently in. For example, when you don’t have kids yet, is different from when you have one. Moving up your family to a bigger one increases your financial needs to provide for their educational fund which will require you a higher protection plan. Another is when you get to your retiring years will require your higher health coverage. Talk to your financial advisor on how you can enrich your financial tool.
Use this powerful step to enhance your financial quest to reach your financial freedom. There can never be a fine linen when you don’t try it. Get involved with people you know to follow these steps to gain encouragement. If you don’t find anyone in your group, please send me a message and I will be willing to guide you through in getting your finances to suit up and get ready for your future financial freedom.
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Hi, my name is Jack Marbida, I am a financial advisor from Sun Life Financial for over 4 years now. My goal is to help thousands of Filipino people understand and embrace the spirit of financial preparation through our program, “Financial Freedom”. I know you need help but you just don’t know where to start. Allow me to help you establish a brighter future. Click here for more information. Check what I have been doing here.