Your Financial House: What Is Really Important to You?

Wednesday, April 6, 2011

What Is Really Important to You?

Let's all agree on one thing. Life is short. Too short.

Although you may worry about having the right investments, having enough income to last you through retirement, and staying healthy as long as possible, these concerns may be secondary to what is really important to you, which of course will be different for all of us.

If you were able to accomplish all of these things, how would you feel? Successful, secure, free?

I recently read a great book written by a colleague, Bill Bachrach, titled "Value-Based Financial Planning" in which he encourages you to find out whats really important to you and "build" on that. "What [does] having enough money mean to you?" Is it freedom, then what's important to you about freedom? Keep building on your answers until you've gone through about 7 steps. Identifying what it is that you are really seeking will allow you to develop a plan to get there and be able to live a great life.

If you'd like us to help you identify what matters wost to you we would be honored. Besides, it's fun and enlightening. My husband and I recently went through this exercise and some of the answers surprised us. We now have a much clearer vision of what we want our lives to be, both individually, and as a couple. Try it, it will give you peace. I promise!

-Lady Fi

Kathy

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Meet the team:

Kathleen A. Nolan, R.I.A.R., is a Registered Investment Advisor Representative* with over 35 years of experience in the financial services industry.
She is President and Founder of Family Focus Financial Group; a family run independent Financial, Estate, Insurance, Investment, and Retirement Planning firm located in central New Jersey.
Kathy is a national mentor for Women Financial Professionals, contributing writer for the County Woman newspapers, and member of the National Ethics Association.

The other members of the Family Focus Financial team are:

Sean Nolan - Vice President and Licensed Producer.
Sean joined Kathy in early 2007 to form Family Focus. Having Sean on board lends a mind fresh with new ideas and concepts, and provides another professional to service client needs. As a young professional he is constantly seeking the knowledge needed to do business ethically and within a fiduciary manner.
"My goal is to be constantly learning and keeping up with our ever-changing tides. Above all, honesty and integrity are firmly planted in my value system and 'Do no harm' is something I live by every day. It's so exciting and challenging to be part of such an honorable profession and I look forward to helping the children and grandchildren of our clients for many years to come."

Tom Boles - Licensed Producer.
A graduate of Utah State University with a B.A. in Business Administration and a U.S. Navy Veteran, Tom brings a wealth of knowledge to the team. As a licensed professional with extensive experience, Tom is able to employ a variety of strategies to build and maintain his clients' financial security. Over the last 20 years Tom's specialties developed around retirement, income/distribution and wealth transfer planning.

His objective at Family Focus is to help clients protect their estates financially and pass more of their assets on to their children.

Ashley Meyerhoff - Licensed Producer and Office Administrator
Ashley attended Montclair State University pursuant a degree in International Business and French. She joined Family Focus Financial Group in 2009 as an assistant and recently became involved with financial planning, life insurance and final expenses planning.