Posts Tagged ‘UBS’

For me, my life has been one big life lesson in courage and freedom. Thus it comes as no surprise that helping others find the courage to reach financial freedom has been my career path for the past fifteen years.

As a wealth advisor, I help others have the courage to pursue their dreams and create the financial freedom to live joyful and abundant lives. Does that equate to living a life full of roses—the answer can only be yes if one accepts the thorns alongside the beauty.

The key to embracing our life purpose lies in embracing the challenges along the road to freedom, facing the fears that otherwise hold us back and having the awareness that without a roadmap in hand, financial freedom is but a fleeting dream. It takes real courage to invest one’s money into a volatile market gripped with global economic uncertainty. Throwing caution to the wind is not prudent. But with careful consideration of one’s goals and objectives, flavored with a bias towards risk management, and courage to correct course along the way, financial freedom becomes reality.

We all go through transitions in life—affectionately called “stressors”—-marriage, births, job loss, career changes, major illness, loss of loved ones, divorce, moves, retirement, to name but a few. All transitions share a commonality—they take courage—courage to overcome our fears and courage to embrace the change that results from each event. Financial freedom makes the transitions less stressful. And sometimes the financial freedom comes as a result of the transitions. And yet, financial freedom takes focus, effort, work, determination, and courage.

If you are seeking courage and freedom, then “When the past calls, let it go to voicemail. It has nothing new to say.” With an open mind you can explore, create, and grow, remembering all the while that progress would be impossible if we continue to do things the way we always have. As John Wayne said, “Courage is being scared to death—and saddling up anyway.”

So “saddle up”—find the courage to create a life full of freedom, joy, happiness, and abundance and you will know you are truly living!

This article was contributed by Janet Woods, Wealth Advisor, UBS Financial Services, Inc., 214-373-5918 www.ubs.com/fa/janetlwoods

Your Functional Divorce Assignment:

What are your financial goals? Most people dealing with divorce need to visit this question. Divorce usually changes finances dramatically, yet it doesn’t have to ruin your financial future. Allow yourself the freedom to really assess what your financial goals are.

What do you need to do to achieve your financial goals? This is one of those times when it’s important to know what you need before you can ask for help. Everyone has a unique financial situation when they complete their divorce. Some people need to figure out how to invest a lump sum from a retirement account, some people need to find a job, and some people need to figure out how to rebalance their portfolio. Whatever your unique situation is, spending a bit of time figuring out what your most immediate need is will allow you to know exactly whom you need to request assistance from.

Luckily, I know you know how to ask for help (you wouldn’t have found this newsletter if you didn’t) and so you’ll be able to start on your path to reaching your financial goals by working with the correct professional for you. BUT, if you need an assist in knowing which type of professional to work with, I’m only a phone call or email away.

© 2013 Karen Finn. All rights reserved under all copyright conventions.