The Critical Path to Financial Happiness™
Definition: Financial Happiness is a state of mind that comes from knowing you can do what you want without stress or worry about money.
We conducted research interviews with clients to gain their perspective about the critical elements of Financial Happiness™. Here are the results of our research.
Financial Happiness comes from:
- Being debt free.
- Knowing there is enough money to satisfy needs.
- Having a realistic view of options.
- Having a plan.
- Understanding desired lifestyle knowing whether it is affordable.
- Accepting the affordable lifestyle.
- Having a sense of gratitude.