A new way to think about saving

How big is the financial gap between where you are and where you’d like to be?

There seems to be a strong correlation between the size of that gap and the sense of overwhelm you feel about addressing it. And when you’re overwhelmed, your mental capacity is depleted before you even start.

Does this money story ring a bell?

Once we feed and clothe our family, pay our mortgage, make our car payments, plan a few vacations, and do some home upgrades, we never seem to get around to saving enough. 

You’re certainly not alone if this resonates with you. This is the money story we naturally default into. So how do you get yourself unstuck and moving in the right direction? Shifting your mindset around your money story can help.

What if your money story sounded like this instead?

Once we automated our contributions to our cash cushion, retirement and education savings, and charitable giving ahead of time, it became easy for us to see what we had left to live on.

Can you feel that sense of overwhelm melt away?

Saving upfront rather than attempting to save what’s left is the mindset shift that can help you get where you want to go.

While this approach will put some limits in place, those limits are ones that you get to choose. You are suddenly empowered to spend confidently on what you personally value knowing that you’re already saving enough.

Once you’re equipped with the right money mindset, all that’s left to do is put it into practice. If you need some help making that happen, we can walk through that process together.

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