We all want to be healthy. Emotionally, mentally, physically, and of course, financially. We strive to feel good about the choices we make — whether it's where to dine with friends on a night out or how we invest.
Turns out, finances play a big part in overall wellness — according to a survey by Northwestern Mutual, 87% of Americans said nothing makes them happier or more confident than when they feel like their finances are in order.
Central to that happiness is knowing that we're planning our finances in a way that reflects who we are.
"Your plan must be based on your values and vision," says Adam D. Straseske, a chartered market technician and co-author of Home Run Financial Planning: Cover All Your Key Financial Bases and Align Your Finances with Your Goals and Values. "If it's not, you'll be taking action based upon others' definitions of wellness and that's not authentic."
These simple steps can serve as a guide for shaping your unique path to positive financial planning.