- 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.
Oscar Wilde once quipped, “Be yourself. Everyone else is taken.”
So, who are you? Where do you want to go? How do you want to express yourself? Happiness is going through life freely being your authentic self.
How a person manages their money is a powerful personal expression. And that’s a good thing. Because when managed thoughtfully, money is a wonderful opportunity for self-expression.
As you probably have already experienced, life changes as we age, we change. And what we want to experience and express changes.
Wealth has different purposes as we travel through the different stages of life. The same holds true for well-being, our beliefs and values take on different meanings. We follow different North Stars as we journey through life.
A great question to ask from time to time is, “Am I managing my money in a way that authentically expresses who I am?”
“Personal Expression” is step one of “The Bluestone Process for Wealth & Well-being”, our five-step process for serving you. It’s all about you. Each client’s evolving life directs all of our conversations. Our Bluestone Process is designed to support your personal expression.
Thank you for tuning in. Have a wonderful day, freely being yourself.
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.