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Health Benefits from a Financial Plan

3/4/2021

11 Comments

 
Did you know that having a strong financial plan can also be beneficial to your health? When you’re in control of your finances, you tend to experience less stress, feel more confident and sleep better. Let’s take a closer look at some potential benefits.
  1. Reduce anxiety: At some point, most people have felt stressed about their finances. First, pinpoint what exact issue is causing the financial stress. A personal financial plan can help you tackle those stresses. A financial plan can give you control over your financial future to help reduce anxiety.
  2. Increase self-confidence: A financial plan should be a road map to achieving your financial goals. When you have a good concept of your financial situation and start to achieve those goals, your overall mood and relationships with others will be more positive.
  3. Get more sleep: Taking proactive steps to achieve your financial planning goals will give you peace of mind and help you sleep better at night. 
  4. Relationship improvements: A top stresser between couples is money. It is important to have honest conversations about money and come up with a plan together. Having these conversations with your financial advisor is key to creating a mutual sense of financial stability and security.​
It is time to take control of your life with a strong financial plan to create goals and the financial future you want. It is never too late to start those conversations with your financial advisor. Please contact Brien Smith at Brien@TraditionsWealthAdvisors.com or 979-694-9100 to start your plan today. 

Source: How a financial plan can benefit your health. 22 January 2021. Goldman Sachs. ​https://www.ayco.com/insights/articles/how-a-financial-plan-can-benefit-your-health2.html
11 Comments
Charlotte Fleet link
4/1/2021 03:01:58 pm

I love how you said that having a financial plan can help decrease anxiety levels by giving you control over your finances. My dad often gets very stressed and anxious over finances. I will suggest that he find a reliable wealth management service that will help to reduce his stress and anxiety.

Reply
Adam Golightly link
4/29/2021 02:26:57 pm

My cousin just got out of college, and wants to plan to have some more money for her future. Planning out her financials with the help of a professional could allow her to be more effective. I liked what you said about how a plan will be able to help her get more sleep.

Reply
Adam Golightly link
5/13/2021 03:33:04 pm

My brother has been thinking about taking more control over his financials because he wants to prepare for retirement by saving money. Talking to a professional about how he can save money could allow them to be more effective, and reduce any problems. I liked what you said about how a plan to achieve his financial goals could allow him to sleep better, and improve his relationship with his wife.

Reply
Beverly Minyard link
7/30/2021 11:00:52 am

I like that you mentioned that it reduces anxiety. My wife has her own small business and it has been stressing her out. I think if she got some financial advice it would help her.

Reply
Hailey Miller link
9/9/2021 09:00:33 pm

Thanks for pointing out that financial planning can help reduce anxiety since we can have control over our financial future. This is really helpful because my husband and I want our two kids to learn the value of money even at a young age. With this, we will be looking for experts on Monday who can help our family with financial planning so we can have a secure future.

Reply
Zachary Tomlinson link
9/24/2021 03:39:15 am

I never knew that having a proper financial plan helps you deal with money emergencies and improve your sleep habits! My colleague mentioned that he's been spending a lot on food delivery services lately. I'll probably pitch this idea to him when we meet again.

Reply
Eliza Harding link
12/15/2021 02:01:53 am

It's great when you mentioned that you feel more confident, sleep better, and tend to experience less stress when you are in control of your finances. My colleague shared with me that she is planning to have a financial plan since this is a very helpful investment. She is hoping to find a trusted financial advisor who can discuss the plans and coverage.

Reply
Max Jones link
4/26/2022 04:36:56 pm

Thanks for the info about financial plans. My sister is interested in wealth management. I'll share this info about financial plans with her.

Reply
Victoria Addington link
5/12/2022 08:36:30 am

I was captivated when you shared that a financial plan may serve as road map to reaching your financial objectives. My friend told me that she's having a hard time managing her assets. I think she should seek assistance from an asset management firm so she can get guidance.

Reply
Thomas Clarence link
6/3/2022 01:46:19 pm

It's great that you mentioned that having a financial plan can give you control over your future. My wife has a lot of anxiety because we have been living month to month financially now for a while. It might be a good idea for us to find a financial planning service to work with that can help us get out of this rut.

Reply
Iris Smith link
8/31/2022 06:01:23 pm

I appreciate you mentioning that having control over your financial destiny might assist with anxiety reduction. I've just recently started working, but I have long-term financial goals to pursue. I'll look for a financial planning agency to assist with my planning and provide me with guidance.

Reply



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  • Home
  • About
    • Our Team
    • What is a certified financial planner?
    • About our flexible fee system
    • What We Do
  • Services
    • Wealth Management & Financial Planning
    • Investment Planning
    • Spirit Fiduciary Partners
    • Retirement & Estate Planning for Texas A&M University employees
  • Current Clients
  • Internship Opportunities
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  • Newsletters
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