- Owning an investment portfolio that provides an income for life.
- Achieving the five goals by managing the seven areas of money.
How are you doing?
Measure your progress with The Bluestone Hierarchy.
ACHIEVING GOALS is the second row on THE BLUESTONE HIERARCHY OF WEALTH & WELL-BEING.
Achieving financial goals is the natural outcome of following the first row of the Hierarchy, MANAGING THE MONEY.
It’s all about cause and effect. Do this…and you’ll get that. Manage your money these seven ways and you’ll achieve these five financial goals.
The five common financial goals are: Debt Free, Education, Retirement, Charity, Estate.
Achieving one’s financial goals is a wonderful and deeply satisfying part of life. And it’s empowering; it opens doors to achieving personal goals. What is it that you really want to do with your life. Your best life becomes more possible as you achieve your financial goals. It’s just the reality of life, living well costs money.
View ACHIEVING GOALS and MANAGING THE MONEY on our website; they form the first and second rows of THE BLUESTONE HIERARCHY OF WEALTH & WELL-BEING. This approach really works. It works wonderfully. Call us anytime you feel like chatting about achieving your financial goals. It’s one of our favourite conversations.
This memo was prepared solely by Terry and Patty Rempel who are registered representatives of FundEX (a member of the Mutual Funds Dealers Association of Canada and the MFDA Investor Protection Corporation). The views and opinions, including any recommendations, expressed in this memo are those of Terry and Patty Rempel. Bluestone Financial is a personal trade name of Terry and Patty Rempel.