
The first step in the path to achieving financial health is
learning what really drives you when it comes to money.
- What are your values?
- What are the attitudes about money that shape how you
handle money?
- How well do they parallel and guide your financial behavior?
Priorities naturally flow from well-established, thought
out, and heartfelt values. Once you know these, figuring out
your financial goals--where you want to go financially and
how you're going to do it--is easy.
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Your attitude toward money determines how much money
you need, how hard you're willing to work for it, and
how you'll feel if you achieve your goals.
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The alignment of your beliefs and behavior is essential to
your happiness. This harmonization helps you resolve financial
conflicts, like working longer to make more money but having
less time to spend time with loved ones, or paying debt vs.
investing.
Discover what you really want from money by using a value
ladder. In this short exercise, you can clarify the values
that shape your relationship with money, and ultimately your
financial goals.
After you have clarified your values, you're ready to see
the goals that will shape your financial health. We've given
you a set of rules and tools that will help you formulate
a plan and stick with it.
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