Getting Out of Your Own Way:
Mind Over Money
Paul C. Spoelstra, CFP®, AIF®
Milestone Wealth Management
1345 Monroe NW | Suite 323 | Grand Rapids, MI 49505
616.642.9595 | 616.710.4263 fax
Securities and advisory services offered by Commonwealth Financial Network®, Member
FINRA/SIPC, a Registered Investment Adviser. This material is provided for general
informational purposes only and does not constitute either tax or legal advice.
Where are you headed for
your financial future?
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Views on Money
What is money, really?
Happiness?
Security?
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A way to keep score?
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Re-examine your money values regularly;
include people in the conversation who are
impacted by your decisions—or you by theirs.
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Taking control:
1. Acknowledge that it seems hard
2. Take one small step at a time
3. Challenge yourself to make your
steps progressively more difficult
Remember, success brings more success!
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Questions?
Contact Paul: 616.642.9595
or email: [email protected]
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