Understanding your motivators can help you better control your wealth journey. Your money personality affects more than just your portfolio, it likely affects your relationships, including your spouse and children.
Money means different things to different people. It’s important to have a conversation about spending, investing and savings habits, so you and your family will be on the same page. By taking the time to understand our money attitudes, we may be able to better appreciate what drives financial decisions, recognize roadblocks and make meaningful progress toward shared goals.
No matter if you are starting your career, established in your career or in the final stages of your career, it is vitally important to plan your financial future through each stage of your life. Like climbing a mountain, finances are a journey that each of us approaches a little differently depending on what we hope to achieve, our time horizon and our willingness to take on additional risk.
Should you need help in planning your financial future, be sure to contact a professional at TFCU Financial Advisors to help you determine how you can achieve your financial goals.
TFCU Financial Advisors
6501 Tinker Diagonal, MWC
(405) 737-0006
TFCUFinancialAdvisors.org
Securities are offered through RAYMOND JAMES FINANCIAL SERVICES, INC., Member FINRA/SIPC, and are not insured by NCUA or insured by any other government agency. Funds are NOT GUARANTEED nor are they deposits or obligations of the credit union or any affiliated entity of the credit union, and are subject to risk, including the possible loss of principal. Tinker Federal Credit Union, Tinker Financial Services, LLC and TFCU Financial Advisors* are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc., a non-affiliated third party provider to Tinker Financial Services, LLC and Tinker Federal Credit Union. All investments and information are intended for U.S. residents only. *TFCU Financial Advisors is a registered trademark and ‘dba’ of Tinker Financial Services, LLC.