7 Beneficial Habits to Move You Towards Financial Freedom

shj010417_financial_freedom_blog_imageMany of us dream of the days of not having to work and traveling whenever we please. Some of us dream of living in a home owned outright. Some are looking for the security of a large nest egg to know loved ones will be taken care of when we are gone.

Whatever financial freedom means to you, there are a few important habits to help get you there.

Automate Savings and Payments
We live in a digital world and with it comes helpful tools, such as automation. Set up an automatic withdrawal from your paycheck to your retirement and savings accounts to make it feel like it was never there in the first place. Avoid unnecessary fees and keep your credit score high by setting up automatic payments for your mortgage, insurance and credit cards. These small things can help reduce stress and keep you on track to financial freedom.

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Tell me about your investment process

Karlton does an excellent job of summarizing our investment process in the video above. The investment process with us is more than a onetime event, it is an ongoing process.

The process looks like this:

  • Define Goals and Objectives
  • Set Portfolio Expectations
  • Determine Asset Allocations
  • Monitor Investments
  • Review Regularly

We never consider our investment process to be ‘finished.’ Your circumstances change over the years and we will make sure we keep the process going to keep your portfolio on track. We’d love to set up a complimentary consultation for you to come in and learn more about our investment process and SH&J philosophy. Give us a call today at 303.639.5100.