Financial Literacy

At Everest Financial Solutions, we understand that everyone’s financial picture will look different. Knowing that you are on the correct path starts with a plan. A financial plan is a comprehensive picture of your current finances, your financial goals, and any strategies you have set to achieve those goals.

Mindset & Money
A money mindset is unique to one’s perspective, attitude, beliefs, and action toward money. When we have a better understanding of money, our perspective changes, and our minds extend beyond our personal life and enters into a more balance feeling toward finances. Our money mindset creates our financial future. It dictates how we spend, save, invest, and take other financial risks. Gaining the tools needed to help us become more confident with our finances start with change. Letting go of our previous thoughts about money and learning new ones. This process takes time to fully understand, but the end results are worth it. Someone with a healthy money mindset feels more secure and knowledgeable about their financial life. Ask yourself the following questions to shed some light on your money mindset:

• How do your finances make you feel?
• Do you like where you are financially?
• If you continue with the current knowledge about money, where will you be in 2 years from now?
• Do you have financial goals?
• Do you compare your financial situation to others?
• Are you preparing for retirement?
• If you lose your job today, how could you support yourself?

These questions help you reveal your money skillset. It illustrates how you view debt, whether you are making healthy financial choices, your confidence in your financial future, and if you have financial plans. If you are feeling overwhelmed, our team can help you create a plan for your future.