27 June 2022
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Spreadsheet Sundays are not for you; you’d rather have coffee with a friend. And maybe that’s what keeps your feet firmly planted in the here-and-now. Laid-Back Balancers are likely to be steady, optimistic, relaxed about their finances – which bodes well for moving you towards your goals.
You probably get good mileage from a broad range of financial strategies and tactics that give you a useful overall sense of your finances. You can add to this by bringing your calm focus to the nitty-gritty of your strategy – with an attention to detail that might send a less calm person into a vortex of endless permutations of potential doom.
You like to seize the day, every day of the week (or almost). You believe in giving your mind (and heart) plenty of time to explore the world, and connect with people. Laid-Back Balancers are open to truly creative ways of living, responding to new situations innovatively, and fast.
Use your creativity to shine a new light on your finances – there’s beauty even in the smallest details. Find it, and shape it, to help you meet your goals. Explore fresh ways to achieve your goals. Setting clear timeframes will help keep your explorations on track, so that you make decisions on time.
Your big heart plays a significant role in your money management. Laid-Back Balancers tend to prioritise personal values over accruing wealth for wealth’s sake. As well as taking care of those close to you, philanthropy is your middle name – supporting the causes you feel most strongly about.
With such a wellspring of goodwill, it can be hard to know where to start, and how best to channel your resources. You might like to seek input from a financial advisor to help clarify your goals, and boost the impact of any giving. Your generosity can also serve as a motivator to maximise your financial resources for the benefit of those you love.
There’s a difference between confidence and certainty. Laid-Back Balancers are typically on the ‘confident’ side of things. You’re a big-picture person, and you generally have a good sense of where you are with your finances, even if you’re not up close and personal with the details. You also have a way of remaining open to new possibilities.
Confidence is great; provided it’s built on solid ground. But what if that ground – like the financial landscape – is shifting? A good way for Laid-Back Balancers to build resilience is by learning more - not only about the performance of your own money, but also about the broader financial climate, not to mention the innovative tech now at your fingertips.