55%
of Day-to-Day Decision-Makers
are not good at sticking
to a long-term financial plan
You resemble a
Day-to-Day
Decision-Maker
Like you, more than 1 in 3 American workers are overwhelmed with day-to-day stress and finances, leaving them wanting to feel more confident and secure in their finances today and tomorrow.
Day-to-Day Decision-Makers like you tend to focus on day-to-day demands and having enough money to enjoy life.
The upside?
Your focus on your family and enjoying life means that you are tuned into what’s really important.
The challenge?
How to take action on financial planning that will help you feel more positive and secure about the future, easing some of the worry that you feel today.
Here’s what you can do to start increasing your financial confidence today:
A financial professional can help you build a financial strategy and keep you accountable to following it, which can help you reduce stress and secure your future. 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 a
Day-to-Day Decision-Maker to get started:
Living Confidently is powered by The Guardian Network.