Financial Reset: How Your Mindset About Money Affects Your Financial Well-Being

by Nancy J. LaPointe MBA, CFP, ChFC, CLU, CASL

Overview

Adjust your mindset, secure your future
You have tough questions about money—Nancy LaPointe has answers. Financial Reset is a steadfast reference to consult in times of financial insecurity that will transform haphazard decisions into workable, calculated strategies. Hit the “reset” button and start fresh with the right attitude to develop habits that support your values and intentions. A ship without a rudder can certainly make its way across the water, but it has no control of where the water will take it—so grab your rudder and take initiative of your financial destiny.

Product Details

ISBN-13:	9781599326313
Publisher:	Advantage Media Group, Inc.
Publication date:	08/20/2015
Pages:	178
Product dimensions:	5.90(w) x 8.90(h) x 0.50(d)

About the Author

NANCY J. LAPOINTE MBA, CFP®, ChFC®, CLU®, CASL®, is founder of Navigate Financial and has committed over 16 years to building financial security for businesses and individuals of all industries and backgrounds. Nancy builds long-standing relationship with her clients as she designs and implements customized financial plans built on sound money practices.

For more information, visit www.navigatefinancialnw.com | [phone]

Table of Contents

Preface 7

Foreword 11

Introduction 19

Chapter 1 Getting to Know Your Money Mindset 25

Chapter 2 Getting to Know about Money 49

Chapter 3 Your Current Financial Picture 67

Chapter 4 Living and Spending with Intention 73

Chapter 5 Planning Well, Living Well 105

Chapter 6 Money-Saving Tools, Tips, and Strategies from a Financial Planner 137

Chapter 7 Looking to the Future 155

In Conclusion 175

Editorial Reviews

I just finished reading Nancy’s book! It was awesome! I do think everyone needs to read this book, especially those who don’t live with a budget. Nancy is a great writer, and the book is an easy and fast read for everyone. Even those who think they know a lot about money will be reminded about financial basics and pick up good reminders that your money should work for you and help you achieve your goals with strategic planning and goal setting.” —Celia M. Rivera, attorney and owner of Rivera Law Offices PLLC

“Nancy LaPointe is a financial planner that sees beyond your digits. She seeks to know who you are and where you want to be before she tells you how to plan for that future. This book is a holistic approach to finances. Mind, body, relationship … these components shape our lives and how we spend and save our money. Nancy not only understands these facts, she embraces the opportunity to mentor and educate her clients, coaching them to be better tomorrow. This book contains sound advice and tangible tools that the reader can begin to use today, without buying or subscribing. Personal reflection without fear of judgment? Let the healing begin!” —Suzanne Klenk, financial educator and coach

“If you want to learn how to get control of your financial future, read this book. Financial Reset is a direct, nonjudgmental, and practical approach to resetting your relationship with money. I’ve worked with Nancy for several years and appreciate her ability to understand the financial challenges facing every family, not just those with a lot of disposable income. This is the book I’ve been waiting for to help me achieve my financial goals. Read it…I feel it could change your life.” —Victoria Wortberg, nationally recognized expert in business development and entrepreneurship

Preface
Foreword
Introduction
Getting to Know Your Money Mindset
Getting to Know about Money
Your Current Financial Picture
Living and Spending with Intention
Planning Well, Living Well
Money-Saving Tools, Tips, and Strategies from a Financial Planner
Looking to the Future
In Conclusion

From the Publisher