More than
80%
of Confident Planners are
satisfied with their
lives overall
You resemble a
Confident Planner
Congratulations! You, along with nearly 1 in 4 working Americans, are a Confident Planner — and on track with your financial future.
Confident Planners like you tend to have it figured out when it comes to finances, your work/life balance and staying happy and healthy.
The upside?
Your optimistic outlook and realistic set of expectations provide you with a greater sense of financial confidence than most others.
The challenge?
How to take your long-term financial strategies to the next level, while remembering to enjoy life today.
Here’s what you can do to start increasing your financial confidence today:
Even the best laid plans can use a helping hand! A financial professional can help you align your long-term strategy with your goals and circumstances. 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
Confident Planner to get started:
Interactive
6 Tips on Ways to Spend Your Money for Happiness
Interactive
6 Tips on Ways to Spend Your Money for HappinessInfographic
Planning Your Legacy
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