Month: September 2021

4. How Self Care Can Improve Your Workflow

4. How Self Care Can Improve Your Workflow

Feeling tired midday is one sign that you don’t have a very good work/life balance. The same goes for your financial planning—burnout will impact the success of your plan. 

But, having a process is key to granting you the success you want.

In this episode, Robert Curtiss dives into the importance of having a process for your financial plan and your physical health. Robert provides the tips and tricks you need to function optimally as you balance health and work while planning for a secure financial future. 

Robert discusses:

  • The importance of maintaining consistency in your health and financial life
  • Reasons why a holistic approach can keep you financially and physically healthy 
  • How to optimize your sleep hygiene
  • The importance of balancing fundamentals with relative strength when investing
  • And more!

Resources:

Connect with Robert Curtiss:

 

3. How To Reach The Peak of Your Wealth Management Pyramid

3. How To Reach The Peak of Your Wealth Management Pyramid

A financial plan needs to be tailored to your individual needs. 

If you’re wondering where to start and how to build your personalized plan, Robert Curtiss’ wealth management pyramid approach could provide you with the guidance you need. 

In this episode, Robert reveals how he has helped his clients navigate the different stages of their wealth management from the principles of creating a financial plan to the benefits of wealth counseling. Robert highlights how each step of the wealth management pyramid contributes to the development of your overall plan.

Robert discusses:

  • The building blocks of the wealth management pyramid
  • The holistic approach of SEIA’s wealth management process
  • Reasons why family involvement is crucial when creating a financial plan
  • The benefits of wealth counseling
  • And more!

Resources:

Connect with Robert Curtiss: