How’s Your Relationship with Your Money?

Posted by Marilyn Suey | Feb 15, 2019 | Career & Money | 0 |

How’s Your Relationship with Your Money?

Relationships are not just about people. Since my firm is in the “Money Matters” business, we focus our attention on our client’s relationships with their Money.

If you were to give yourself a grade in your relationship with money how would you do? Is it an A, B, or something else?

Many people have an unhealthy relationship with their money; and oftentimes it’s not their fault! Some of you have been taught to think about money a certain way since you were a child. As a result, instead of inheriting good money relationships, you inherited an unhealthy relationship that may cause you to miss opportunities or attract money challenges.

It’s time to break that negative mindset and re-build or re-think how you “work” or think about your relationship with Money. We have a phrase that says, “Take control of your Money Matters, so your Money will work harder for you.”

Let’s make a commitment to ourselves to change your Mindset about Money and take some concrete action in your daily life:

First, it’s not your fault. Give yourself a break. You may have been raised to believe that Money is the “root of all evil.”
Your background, your education, your career, is irrelevant when it comes to the earning Money. Anyone who strives to improve their life, works hard in a career or business they are passionate about, can make Money.
However, just making Money, is not sufficient. We believe that putting your Money to work for you and your family is critical. While you are sleeping and working, your Money should be working harder for you.
Pay attention to your Money if you want your relationship with it to improve. It’s similar to a “people relationship”… Focus on your Money and make it your best friend! What we appreciate most, will appreciate for us in the future.
Believe in your personalized lifestyle and that it is abundant. Your abundance mindset will allow you to take steps to fulfill your goals and bigger dreams today, tomorrow, and for life.

Building and improving your relationship with money is critical if you want to attract more of it. While Money is not everything in life, adopting a healthy relationship with your Money is imperative so you can be at your highest and best each and every day.

About The Author

Marilyn Suey

Marilyn Suey is a nationally recognized Financial Educator, Author, Speaker, and Wealth Manager. She has a deep passion for supporting her clients who are business owners, entrepreneurs and health care professionals to build their businesses, as well as to design their personal financial blueprint that can help guide them on the road toward financial independence. Marilyn’s specialization lies in the cross-section of general management/leadership, finance, and marketing providing her clients customized strategies and solutions to define and design their personal financial blueprint. The blueprint process includes planning for Wealth Accumulation; Wealth Protection; and Wealth Preservation, 3 key milestone goals on your journey toward financial independence. In addition, Marilyn is building a community, called “Savvy Women”, to provide education, awareness, community and collaboration among women who are liked minded. She started with a small group of women in mid 2015 and now has expanded that first group to well over 100 members. She is actively collaborating with other women leaders to deliver value added information such that this community can take control of their work, their wealth and their worth, (Please see reference to book below) She works closely with a select team of advocates and specialists, who are attorneys, CPAs, Mortgage Advisors, and Property and Casualty Advisors, among others to support her clients’ goals and objectives. She is a successful private investor and manages a tri-generation family portfolio of investments. Marilyn has held senior executive roles in the technology industry, including several start-up companies; one that achieved public company status; and another that was acquired by an international telecommunications company. Her 30 years of corporate experience have provided her the management insight to be an advisor to her clients and their families. Marilyn is a life-long learner; from her dual degrees in Applied Math and Economics from the University of California at Berkeley, to her MBA from the Wharton School at the University of Pennsylvania to earning her CERTIFIED FINANCIAL PLANNER TM designation. MEMBERSHIPS AND AFFILIATIONS Member, Financial Planning Association and Northern California Planned Giving Council Non-Profit Board Member Senior Services Northern California, affiliated with the Northern California Presbyterian Homes and Services Books “36 Quick Tips for Savvy Women-Taking Control of Your Work; Your Wealth; Your Worth” Marilyn Suey is a registered representative with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Strategic Wealth Advisors Group, LLC, a registered investment advisor. Strategic Wealth Advisors Group, LLC. and The Diamond Group Wealth Advisors are separate entities from LPL Financial. CA Insurance License #0E01981 For our 2nd opinion service, please contact Marilyn at Marilyn.suey@diamondgroupwealthadvisors.com.

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