Beyond The Money Checklist Provides Self-Assessment Opportunity
In the current era of instability and constant change, more people are re-evaluating what’s most important to them in life. At McNeely Financial, their goal is to go “beyond the money” to help clients attain not only financial wealth, but also to prioritize what’s important to them in life.
“We’re starting to look at the broader health of our clients, beyond financial,” said Juli McNeely, Owner and Financial Planner. “This is not necessarily medical health, but also mental health.”
For many, the gift of time with loved ones is a significant goal – something that has become even more valuable since the pandemic.
“Suddenly, the gift of time with their loved ones is way up on the list because they haven’t had it for a long time,” said McNeely. “Do they need the financial resources to make that happen? We then work with them to try to make sure they have the resources to do what they deem as their priority in life.”
McNeely explained that financial stability is important, and that it’s also important to ensure that financial resources are being used to help clients achieve their life goals.
“Our job here is money but there’s more than that,” said McNeely. “It’s about truly living a full and happy life. To me, it’s important to really take a look at where you are and have your financial health organized and set the priorities that are meaningful to you.”
McNeely Financial provides a checklist called “Beyond The Money” that helps clients self-assess how they are doing in all aspects of their life. To learn more, visit http://www.mcneelyfinancial.com/ or contact them directly at 715-659-4255.
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Author: News Desk
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