July 18, 2022

Take charge of your financial wellness

Have you ever thought about your overall financial wellness? Not sure what that is? Then read on!

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! 

This article is meant to provide general information only. Sun Life Assurance Company of Canada does not provide legal, accounting, taxation, or other professional advice. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.

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