Money Matters… Where to Focus

LT Site Icon

Money Matters… Focus on What You Can Control 

Our tagline “Your Personal CFO” encompasses more than just hiring someone to make financial decisions. We help you cut through the noise in business and life so you can focus your time on the things that matter and are within your control. 

Things that matter:

What are the things that matter most to you? Family and friends? Your career? Your health? In general, most people have similar core values with varying degrees of importance. Financial independence is often placed high up on that list. Money allows you to do what you want, and ultimately provides the foundation for you to live a healthy engaging life. Financial decisions matter and because of that they often cause significant stress for people.

Things you can control:

While financial decisions matter, staying up late worrying about the stock market or trying to pick the next hot stock really just isn’t worth it for the vast majority of people. There are so many factors that you can’t control and the effort rarely pays off. The reality is a dip in your investment account can be tough to see and without having a professional by your side, it is easy to be sabotaged by your own emotions. Focus on the things you can control, like planning your time horizon and saving consistently.

If you have significant investable assets, wealth planning becomes complicated. The outcome of your financial decisions become amplified as you start to incorporate philanthropy, legacy and estate planning. Hiring a personal CFO is within your control and is worth considering as there is likely added value that would be unattainable on your own.

Share on facebook
Share on twitter
Share on linkedin
Share on email

Looking to build sustainable, long-term wealth?

We can help.

(604) - 416 - 2505

555 Burrard St, Vancouver BC

Article Disclaimer:

Links provided to other internet sites are for the convenience of users. Raymond James Ltd. is not responsible for the availability or content of these external sites, nor does Raymond James Ltd. endorse, warrant or guarantee the products, services or information described or offered at these other sites. Users cannot assume that the external sites will abide by the same Privacy Policy which Raymond James Ltd. adheres to. Information in this article is from sources believed to be reliable, however, we cannot represent that it is accurate or complete. It is provided as a general source of information and should not be considered personal investment advice or solicitation to buy or sell securities. The views are those of LT Wealth Management Partners and not necessarily those of Raymond James Ltd. Investors considering any investment should consult with their Investment Advisor to ensure that it is suitable for the investor’s circumstances and risk tolerance before making any investment decision.