Improving Your Financial Fitness

Everyone knows that fitness is an important part of good health and great habits. But have you thought about your financial fitness? Let’s talk about what you can do to improve your financial fitness.

What is financial fitness?

Financial fitness is composed of the skills, knowledge, and tools that help you make sound financial decisions.

Preparing for your financial future begins with identifying and prioritizing your needs and dreams. This information, combined with a review of your financial position will provide a solid base from which to explore financial strategies.

By mapping out and preparing for your financial future, you can spend less time worrying about uncertainty and instead start working towards your dreams.

Use this Financial Fitness workbook to help assess your needs and please contact me if you are interested in a personalized financial strategy recommendation.

Check out these other resources to improve your financial fitness.

  1. I have been gathering resources for you on my Pinterest page. Please do check it out and I think you will find lots of helpful information.
  2. Check out our blogs, free ebooks and the Women, Money, and Energy of Life book. These will inspire and arm you in your financial journey.
  3. I have been doing Q and A where you can Ask Me Anything and I answer in a short video. Check out the videos here. And if you’d like to ask me a question, send it here.

Sheilla Vidal is a Retirement Income Certified Professional RICP® and life insurance broker. Sheilla is also a physical therapist, wife, mother of two, and one of the caregivers for her 85-year-old father. She is an avid learner.  She writes, speaks, and recognizes that her work in helping clients live with dignity is her God-given mission.

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