- 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.
Abraham Maslow, 1908-1970, is one of the 20th century’s most important psychologists. His Hierarchy of Needs lists the requirements for living a fulfilling life. By focusing on peoples’ positive qualities, and their strengths for living well, he is today considered the founder of Positive Psychology: the science of human flourishing.
The bottom two levels of the hierarchy are all about securing physiological needs. Financial planning and investing are integral to securing these needs and undergird the steps to the higher levels of the hierarchy. At Bluestone we think about this a lot.
The third level of the hierarchy is BELONGING. It’s very difficult, perhaps impossible, to do this alone. But we can do it together. Our Bluestone community of clients is a group of successful people who practice and role-model the steps up the hierarchy. How wonderful.
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.