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Wealth Check-Up At Wealthron

When was the last time you got your wealth check-up done? Everyone talks about getting their health check-up done once a year after they are 40 years of age. But no one talks about their wealth check-up.

According to me, one should do their wealth check-up annually as soon as they start handling money. If you are getting allowances/pocket money you are eligible for a wealth check up. The younger you start, the better it is. I personally do it in March every year so its due

If you want to start with your wealth check-up continue reading and subscribe for our emails at 😎

Let’s start with Interior Finance aspect of the wealth check-up. I came across this term ‘Interior Finance’ in the book ‘The Conscious Finance’ gifted to me by the author Rick Kahler, MS, CFP®, CFT-I™, CIFSP, CeFT®

“Interior Finance is comprised of what cannot be seen. It includes your emotions, beliefs, and values about money as well as the way you process messages about money that come to you from the world around you.”

The first question I ask my clients for their wealth check-up is:

Are you aware of your hidden money beliefs?

Often people are not conscious about their own money beliefs, but they often surface while having general conversations.

Some examples for money beliefs.

1.     Money is the root of all evil 👿

2.     Money doesn’t buy happiness 😊

3.     I am not good with money 😥

4.     It takes money to make money 💵

5.     Money solves all problems 💡

Can you relate to these examples or think of any similar statement you often make? An exercise for you to do, ✍ write down any such statements that you make around money in the next week. Remember nothing is right or wrong, but being conscious about your own hidden money beliefs can help you decide whether you want to hold on to it or let it go. 

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