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Discover the benefits of a financial wellness plan in this informative video.

Five tactics for reclaiming your time and investing it in work that truly matters. https://bit.ly/3Ta3oZC

Is there a "magic number" of #financialadvisers to have within your business? I recently spoke with Andrew Saikal-Skea CFP® and Jurgen Schonafinger, who believe there is a goldilocks zone that ensures greater work/life balance and prevents key person dependency. https://lnkd.in/gAngi9DV

With our summer adventures now in the rear view mirror, work-life balance may be top of mind for some of us. A study published by Compare the Market Australia ranked countries based on work-life balance and related factors affecting happiness. The results were really interesting… The top takeaway? Happiness and work-life balance go hand in hand, and the U.S. is not at the top of the list. What can you do to improve your work-life balance? 👉 Set boundaries: Learn to say "no" & disconnect after work hours 👉 De-stress: Exercise is a great way to help manage stress & improve overall well-being 👉 Find fulfillment: If your job drains you, consider your choices As financial professionals, we help families pursue their goals. Personal finances are a key piece, but other factors go beyond money. A healthy work-life balance might help you enjoy the fruits of your labor. #WorkLifeBalance #FinancialWellBeing Book a free no obligation session with me to explore ways to build your wealth, protect your assets, and enable your dreams. https://lnkd.in/ee4h5vzw

Discover the perfect work-life balance with a career in financial advising. Explore the flexibility and equilibrium that this profession can offer. Find out more at the link: https://buff.ly/3S8wxp1 #WorkLifeBalance #FinancialAdvisor

Why is a financial wellness plan necessary? Find out in our short video that highlights the benefits of being financially prepared.

Why is a financial wellness plan necessary? Find out in our short video that highlights the benefits of being financially prepared.

Catch part 2 of our conversation with Jay Shah here https://lnkd.in/g6Km4eFq , Jay shares insights on calculating your personal FIRE number using simple tools like Excel, the importance of adjusting assumptions over time, and the difference between achieving a number and finding a fulfilling lifestyle. We also touch upon the mindset and philosophy required to attain financial independence. Additionally, the episode covers the pros and cons of real estate investments, highlighting the need for localised expertise and the illiquidity factor. Tune in for a comprehensive discussion on achieving financial independence and making informed investment choices. You can check out part of the conversation here https://lnkd.in/gAaz_uNj

Work-free life? Sign us UP! Read this article to find out how to kickstart your plan to become work-free. #fcfplanning #familywealthorganizer #compassconsultingfl

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