Published On: February 1, 2011

Lifestyle Financial Coaching

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By Carlos Eduardo de Athayde Guimarães

What is lifestyle financial coaching?

It’s a process of cognitive and logical training that initially identifies your current financial status and standard of living through practical tools, then seeks to identify the goals you actually wants to achieve, and finally draws up a complete action plan to usher you to from your initial state to the desired state in the shortest time possible.

This process begins by thinking and reflecting calmly about the following ten questions:

1) Are you satisfied with your lifestyle?
2) Do you really know what’s going on in your life?
3) If you could do whatever you wanted, what would you be doing?
4) Do you have a clear idea of your financial situation?
5) What can you do to make a difference?
6) Do you have a strategy for changing the course of your life?
7) Do you want to share your success with others? 8) What is your ideal standard of living?
9) Have you ever put them on paper and made a plan?
10) What about developing a life plan and start living it?

 

Send any questions to: economy@curitibainenglish.com.br, and from there we’ll communicate about how best to conduct your financial life in order to achieve the lifestyle you desire.

 

Carlos Eduardo de Athayde Guimarães is the CFO of FESP.

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