27 June 2022
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You make it your business to understand the inner workings of your own finances; as well the wider context. You know how to evaluate the various options open to you, and how to build these into your financial strategy to achieve your goals.
Make a clear distinction between what you need to know, and what you want to know. Confident Money Managers may tend to overanalyse, losing objectivity along the way. Direct your focus to areas of knowledge that will directly support your financial plan and objectives.
Hypes and fads are not your bag. You prefer tried-and-trusted traditional financial products: savings, investments, and pensions; over cryptocurrency and startup stocks. Confident Money Managers know when ISA season is approaching, and they’re ready for it.
Channel your traditionalist impulses via innovative tools that actively support your financial plans and objectives. There’s a wealth of apps and other tech out there to serve the needs of traditional savers and investors. Use them to combine old and new to help you reach your goals.
Some people would rather scrub the bath than take a look at their finances. Not you. You always know what’s coming up on the financial horizon, and you’re prepared for it – with a plan you actually enjoyed making. Confident Money Managers typically excel at tracking their finances over time, using a range of tools to do so.
The combination of fascination and confidence results in powerful momentum for Confident Money Managers. You may be tempted to go it alone on big decisions, even in situations where expert input could prove invaluable. Consider leveraging your fascination by bringing in expertise from others who share your keen fascination: financial advisors, and other professionals.
Conviction allows Confident Money Managers to roll out their financial plans without skipping a beat. While uncertainty could lead other financial personalities to miss out when opportunity knocks, you’re already at the door – with your sleeves up, ready to make your move.
Sealing the deal feels good. It feels even better when you know you’ve done everything in your power to ensure that the deal is a sound one. Make your conviction count, by taking a step back to fully evaluate your decisions. Where things seem black and white, take time to find the grey.