Living Richly isn’t just about having a high net worth or a great lifestyle! It goes beyond that, extending to fulfillment, happiness and contentment..
Some Say It’s Because Money Itself Can Only Buy The Kind of Happiness that’s based on individual achievements & status!
There's no single true path to a rich, meaningful life.
“The real challenge comes with knowing your purpose and defining what your unique rich life looks like.”
A truly rich life is multidimensional. It includes financial freedom, as well as strong relationships and extraordinary experiences. But it has to be something that each of us determines for ourselves…
There’s no single true path to a rich, meaningful life!
So, what’s the key to living your richest life? A big part of it is using wealth with purpose, so it supports your values and enriches your experiences. And that means something different for everyone.
What does YOUR Rich Life look like?
FINANCIAL LESSON: Living a Rich Life is About So Much More Than Wealth
Wealth is more than simply having money. Wealth offers choices and freedom. It can empower you to invest in anything that supports your values, purpose, and goals. That can mean traveling, supporting your loved ones, building your dream home, or seeking new and exceptional experiences.
The real challenge comes with knowing your purpose and defining what your unique rich life looks like. If you’re still figuring out your purpose and struggling to define your rich life, you’re not alone.
In fact, research shows that nearly half of the folks with a high net worth don’t have a clear purpose or they aren’t planning for their wealth. It also shows that people who work with a financial adviser are more likely to make progress toward their goals, when compared to those who don’t work with an adviser.
As a financial adviser, I have a lot of experience helping people discover the purpose behind their wealth – and helping them use their wealth to live an authentic, meaningful life. I know how to create financial strategies that may help maximize opportunities and support what’s meaningful to you.
So, if you’re not sure what a rich life means to you or if you’re looking for advice on how to enjoy the wealth you’ve built while protecting your future, my team and I are here for you. Just give us a call, and we’ll set up a time to chat or click below to schedule a time that is convenient for you.
If you’re one of the Americans who will be receiving part of the $2 trillion in stimulus money, you’ve probably already thought about some ways to use it. Here are a few thoughts just for Enbright Credit Union members.
That’s exactly what a credit union would say, right? But it’s good advice. If you don’t have immediate plans for it, stash it in a savings account. Our recommendation? Open a separate savings under your membership. Keeping your funds separate from other funds will help, and you can grab some and transfer it to other accounts as needed. You can even name your account something special in Online Banking. If you want to open a separate savings under your account, click here. We’ll send you the documents for your e-signature and get the account ready for you without you ever leaving home.
There are some great deals online right now. Do a little online shopping. Your favorite stores are selling online and rolling out great discounts. Visit their websites, sign up for e-mails and you can take advantage of great deals.
Buy a Newer Car.
Most of the dealers in our network are still open, displaying their inventory online and making arrangements for test drives and delivery. Click here to see members of our dealer network and check out their inventory online. Dealers in our network can handle your loan with us remotely.
Start Home Improvements.
Nothing spurs home improvement creativity like being stuck in your home. Find some great ideas on Pinterest and put together a budget for your improvements. Stimulus money will be great for new furniture and appliances. If you’ll be needing more, a Home Equity Loan or mortgage refinance can provide the cash you’ll need. To get that started from home, click here and we’ll contact you.