What is financial wellness, exactly?
Financial wellness covers three key areas: financial health, financial well-being and financial literacy.
Financial health
Are you confident that you’re meeting your ongoing financial obligations, including retirement planning?
Financial well-being
How confident are you about the state of your finances and your ability to manage it over the short- and long-term?
Financial literacy
Do you feel as though you have the tools you need to make responsible decisions with your money?
A high level of financial wellness means you have the finances to manage your short- and long-term goals, and the knowledge and skills to manage your money well.
A low level of financial wellness means you probably need some help. Which is totally fine. We can help! It’s what we’re passionate about at Prospr.
Financial wellness: There’s a roadmap for that
One of the most effective ways to boost your financial wellness is to have a financial roadmap. Once you know where you’re going, it’s easier to feel more secure about both where you are today and where you’ll be tomorrow. At Prospr, we can help you build a financial roadmap that works for you. And the right roadmap, can help you increase your financial wellness.
Financial health
A financial roadmap can help you budget to meet your financial obligations and plan for your retirement. And guess what? We can work with you to create your personalized roadmap for free.
Financial well-being
With a financial roadmap comes confidence. Because you’ll have a roadmap, you’ll feel more secure you’re on track toward your short- and long-term goals.
Financial literacy
While it doesn’t come overnight, having a financial roadmap means learning much more about how your finances work. And Prospr advisors are here to help you when you need it.
Let’s get started
Ready to enjoy greater financial wellness? Contact a Prospr advisor today!