82%
of Ambitious Spenders prioritize
protection
You resemble an
Ambitious Spender
Like you, nearly 1 in 3 Americans are feeling stressed as they seek to be a leader in many aspects of life and to enjoy what they’re working so hard for. Yet some are left wanting to feel more confident and secure in their financial future.
Ambitious Spenders like you tend to enjoy demonstrating your success, participating in your community and keeping up with the latest tech trends.
The upside?
Your focus on building your legacy plan and saving for, or paying off, educational expenses demonstrates your commitment to planning.
The challenge?
How to fine-tune your financial plan to balance enjoying life—and success—now, while still saving and planning for your financial future. Clearly stating your objectives will keep you on target and feeling more confident.
Here's what you can do to start increasing your financial confidence today:
Working with a financial professional to build a strategy for reaching your goals can help you balance your priorities and enjoy your success. Use this worksheet to identify your SMART financial goals, then share them with your financial professional.
Try the SMART Goals worksheet
Here are more ways for an
Ambitious Spender to get started:
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