Broker Check


Financial Wellness Month

| January 05, 2015

January kicks off the beginning of New Year resolutions for many people. At Vision Wealth Management Inc. we would like to start the New Year with a challenge for better health & Wealth. The goal of this challenge is to motivate you to continue on and implement behavior change strategies that may simultaneously improve health and personal finances. So for the next 4 weeks we will ask you to partner with us in our challenge.

This weeks first steps to financial well is:

Start the year fresh. Clean off your desk, computer, and get organized. Organization plays an important role in helping you achieve your goals. It also helps you allocate your time better and reduces stress.

Take control of your finances. Create a budge & know your expenses. Implementing and reviewing your budget monthly will not only allow you to save more. It allows you to have a sense of control and financial peace.

"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future"

-Alexa Von Tobel

Team VWM Wishing you a prosperous New Year!

Stay tuned for next week’s challenge steps…


Please click on the link below to view the latest LPL Financial Weekly Market Com­mentary that provides an overview of the past week's market events and insight into upcoming market events. This weekly publication is authored by Jeffrey Kleintop, CFA, LPL Financial Chief Market Strategist.

Weekly Market Commentary

Securities and Financial Planning offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC