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System Performance

Today, people are starting to ask a new question about their financial plan:  “Am I getting the best life possible with the money I have?”

 

Well Being:  Consists of your return on leisure, health, and relationships. Here are a few questions to consider related to well-being.

  • What is your Return on Leisure? Are you enjoying your life? Are you able to fund your hobbies and interests? Do you take time to do the things you want to do, see the places you want to see, and spend time with the people you care about? Are there trips you would like to take sooner rather than later?

  • What is your Return on Health? Are you able to take care of yourself without financial stress? Do you check your health regularly with your doctors? Is your health insurance adequate to your needs? Do you eat well and exercise regularly?

  • What is your Return on Relationships? Are your relationships with friends and family affected by money matters? Can you afford to take care of the people you want to help? Have you educated your children about the importance of money management? Are you and your spouse in sync about household spending?

Progress:  Consists of your return on work, residence, achievement, and learning. Here are a few questions to consider related to making progress in life.

  • What is your Return on Work? Do you feel good about the contributions you make? Are you well-compensated for the work you do? Does your work give you satisfaction? Do you feel energized by your work? Appreciated? If you do volunteer work, does it bring you a sense of satisfaction?

  • What is your Return on Residence? Do you feel like your home is the right place for you? Are the costs of your residence easily managed?

  • What is your Return on Achievement? Are you able to fund your needs and pursue your aspirations? Are you happy with your accomplishments? Are there things you would try to do if you had the financial resources?

  • What is your Return on Learning? Are you effectively using your finances for you or your children/grandchildren’s education? Are you involved in lifelong learning through reading and training with others? Do you enjoy learning new things?

Freedom:  Consists of your return on purpose, autonomy, and security. Here are a few questions to consider related to personal and financial freedom.

  • What is your Return on Giving? Are you free to give your time and talents generously? Are you comfortable with your charitable contributions? Are there causes to which you’d like to devote more of your time, energy, or money?

  • What is your Return on Autonomy? Are you using your money to free up your time and allow you to do things you want to do? Do you have time to attend to the things that mean the most to you?

  • What is your Return on Security? Do you feel secure financially? Are you confident about your financial future? Are you comfortable with how your financial resources are invested?