Building our financial wealth and personal self-worth at the same time allows us to live in alignment with our values – which is to LIVE WELLthy™ – so we can experience freedom today and security for tomorrow.

Because our net worth is directly related to our self-worth, intentionally connecting them allows us to truly create the life we desire. And developing a positive relationship with us and our money can also create a MAJOR life shift. So, then how do we define our unique WELLthStyle™?

Having dreams and desires for our lives is the easy part . . .

Taking the time to thoughtfully align those ideas with our values and putting the plans in place necessary to bring those ideas to life is where the magic happens.

Creating a balanced and fulfilling life looks different for each of us. For some it could mean having the resources to splurge on shopping trips or the desire for travel long-term after retirement, and for others it might mean having the ability to work three days a week instead of five. Whatever your ideal life looks like, THAT is your unique WELLthStyle™. A lifestyle where you find peace, enjoyment, and security for today and tomorrow.

Seems simple, right?

While it may be easy to imagine a dream life, it can be more difficult figure out how to actually make it happen. And as much as we can hope and envision where the future may take us, there is a lot we can’t control. There will always be unknowns and potential forks in the road along the way, but what we CAN do is put plans in place and set small non-negotiable daily actions to help us continue advancing towards our bigger goals.

Life and circumstances will continue to evolve, so being adaptable can help us to anticipate changes and keep a level head no matter what challenges we face. Having our plans in place and our non-negotiables clearly defined should continue to move us forward regardless of any fears or doubts that may pop up unexpectedly.

Defining your unique WELLthStyle™ isn’t set in stone – it’s a framework for what you desire for your life – it should be flexible and grow with you.

  • Define specific and meaningful goals aligned with your values to give you the direction needed to move closer to realizing your dreams.
  • Develop personalized financial plans with built in accountability to support your efforts in achieving your life goals.
  • Implement a process to map your progress and to allow for making adjustments as needed.

Have you checked out our LIVE WELLthy™ Facebook Group ? We talk about how you can define and live your unique WELLthStyle™ every day!


Hi there, I’m Dawn!
CEO, Founding Partner | Wealth Wellness Expert, CFP®, and BFA™ | Best Selling Author | It is my mission to help you think differently about your wealth so you can LIVE WELLthy™ today and tomorrow!

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