- 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.
We think most of us would like to have more energy, more personal power.
Synergy can be a wonderful source of personal empowerment. It arises when we have our values, desires, and goals aligned in harmony; when our financial wealth and our personal well-being are pulling us in the same direction.
You see, we’re not very good at doing what we’re supposed to do. However, we spring to life when we’re doing what matters to us; what fulfills our purpose and gives us pleasure.
This has profound implications for financial planning and investing. You see, very few people achieve financial success when they’re pursuing it just because they think they’re supposed to.
On the other hand, people who know who they are and what they want enthusiastically pursue their investment strategies and their financial plans. They are even willing to sacrifice personal fulfillment today, in order to secure the wealth that will enable them to experience greater fulfillment in the future.
This is the power of synergy. This is the power at the heart of achieving wealth and well-being. Wealth and well-being feed on each other, each triggering and reinforcing the other, in an upward spiral of flourishing.
We become energized, personally empowered, when we have our values, goals, beliefs, and our efforts, all aligned in harmony.
This is the power of synergy. This is one of the great secrets. This is the way to achieve both, your financial goals and your personal goals.
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.