- 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.
Happy people are busy achieving things. That’s just the way we’re built. Achievement is one of the elements of human flourishing.
Last week Patty talked about achieving financial goals. I want to add achieving personal goals to the conversation.
This is important for us at BluestoneFinancial because there is a powerful synergy between financial achievement and personal achievement.
As we achieve our personal goals we are better able to achieve our financial goals. And as we achieve our financial goals we build up the financial resources to achieve more personal goals.
Together the two form a powerful upward spiral of achievement.
So what are you trying to achieve these days? I’m cleaning up our basement, and I’m trying to read some Canadian history. And financially, during this pandemic we’re spending less so it’s our goal to rethink our budget and our spending patterns.
Those aren’t very grand achievements are they. That’s the beauty of achievement. It’s just fine if our goals are modest reflections of our life and personality, our interests and our values.
Achieving personal goals builds up our personal well-being. Achieving financial goals builds up our financial wealth. Together they add up to wealth and well-being. And that’s a grand achievement.
We’re so glad to be living this life of achievement together with you. Thank you.
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.