Monday, May 11, 2009

Are you on a Financial Treadmill?

Have you ever looked back at the last 5 years and wondered if you are in the same spot now as you were then? Are you doing the same thing with your money today that you were doing 5 years ago?

Your personality plays a huge role in the decisions you make and how you behave with money. Understanding this can play a big part in moving forward with your financial future. For couples this is especially so. The ability to know and understand each other's financial personality can offer a real leap forward in achieving your goals. Ask yourself these questions:

  • What differences have you noticed in how you and your partner treat money?
  • What are the strengths and struggles you see between you and your partner?
  • Have you and your partner discussed your wealth creation needs?
  • Have you and your partner discussed your attitudes toward money?
  • Do you both understand each others prior experiences towards money?
  • Have you worked out a plan that brings together your wealth creation?
    Does your strategy suit both your needs and is it something you can both comfortably commit to?
  • What financial education do you and your partner have?

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