Create a support system that will have your back.
The trials and triumphs of managing money will ebb and flow throughout your life. Some days you’ll be flying high as you successfully hit your savings goal, buy your first house, or finally realize you’re in a safe place to retire. On other days, you may feel like managing money isn’t going in your favor after experiencing an unexpected emergency expense or some other money challenge.
Throughout your financial wellness journey, it’s so important to build a strong support system to rally behind you. In this Clearview blog article, we’ll explore how to build your perfect financial wellness support system.
Friends, family, and accountability buddies
Involving the right friends and family into your financial wellness support system can be very beneficial. In most cases, these people know you best and will remain as reliable and strong confidants to lean on when managing money becomes stressful. To make the most out of having friends and family involved, be sure to clearly articulate your challenges, your goals, and start discussing a plan. From there, you can have them take over the “accountability buddy” role where they will check in with you occasionally to see how things are going.
Financial advisors and counselors
A professional advisor can help create a comprehensive plan for you. Our team at Clearview Wealth Management Group® will work with you to create a personalized program designed to work toward your specific objectives such as estate planning, investment strategy, retirement, education funding, and much more.
We’re also partners with trusted national non-profit GreenPath Financial Wellness who offer personalized counseling, guidance, and educational services to our members when they need it.
Friendly neighborhood credit union
And of course, the rest of our Clearview team is always here to support you! Whether you stop by one of our locations or start a Clearview Live® call, we want you to know that we always have your back when it comes to managing money. If you’re looking for more financial wellness guidance, don’t forget that you have access to resources like our Zogo financial literacy app and Money Management, our free budgeting tool.
Surrounding yourself with the right financial wellness support network can provide guidance, accountability, and encouragement as you work towards managing money, achieve your goals, and overcome challenges.