Serviss Wealth Management
1605 Pandosy Street V1Y1P6 Kelowna, BC, Canada

I had someone ask the other day what do you write in your journal? ... well it is many things I said... I don’t have a formal structure every time. Sometimes it is a page of writing sentences of what I am grateful for or - it will start with prompts like I love ___ because ____ ... - I love my company because ____ - I am looking forward to ____ - The ultimate vision for _____ is _____ - 3 things I think are impossible ____. Then write each of those things in past tense. Make $10M on one transaction... then write it as past tense the feeling right now feels amazing to have signed another $10M deal OR take 1 month off now write it as working all that overtime was so worth it that one month trip was so great for my marriage, mind, body and soul My favourite... and this isn’t a TO DO list. This is one or two things that are critical to big picture goals. by noon I will ____ Sometimes it will be a random dump of thoughts and the best part ... THERE is NO right or wrong way. #entrepreneurquote #lovedones #successmore #motivationalquote #journaling

Nothing is more rewarding than a couple making a financial decision together and seeing it through to the finish line and its result exceeds both of your expectations. SIA - Spousal Influence Awareness Have you ever had an argument about the importance of some sort of financial or material item that one party believes they need or that they want, and it would change their life for the better?... These decisions and conversations come up in families and households every minute of every day. They are one of the most significant causes of stress inducing situations outside of health-related matters. If not managed can lead to divorce, bad financial decisions or lack of wealth due to no decision being made. ******** Full Article - 7 Steps - How to improve your marriage link in comments ******* Leave your comments on how you create success in your family finance conversations. #lifestylechange #lifestyledesign #wealthplanning #happyfamily #decisionmaking

Serviss Wealth Management presents - what it takes to live YOUR ultimate lifestyle, yet be responsible for your FUTURE. Having a financial plan can mean a lot of things but usually, in a plan, there is a component of investment. The stock market is not the only investment you can build your financial plan around. Real estate can also be a great tool to grow your net-worth and acquire assets that pay you an income when you want to slow your work life down.... Due to COVID limiting travel, 2020 has a new dynamic in play. If we have to stay closer to home, could there be an investment property that serves you in the long term... yet serves our goals in the short term as well? After this Webinar you will be able to identify real estate deals faster, you will have the resources to make a buy or pass decision with more confidence and your financial plan will be stronger. Dustin will be sharing a simple 5 step process on how to map out a flexible financial plan that is specific to owning real estate. Shannon Stone of the Stone Sisters Real Estate Group will be sharing key insight on how to own real estate in 2020. She will be sharing real-world listings and showing how to spot opportunist properties. REGISTER TODAY, you won't want to miss this !! https://zoom.us/webinar/register/WN_VWNwi75bRoW-5qdGfDBx0w

REMINDER WEBINAR TOMORROW 8:30am PST This Webinar is for successful people who want to live more of their life NOW, yet be responsible for their FUTURE. Being a goal driven business owner or professional has a unique dynamic to it.... - Marriage and its complexity with money - Diet/exercise - Having a life - Having fun spending your money - Mental health and the power of life long learning - Burn and Space concept... The webinar gives you a refreshed sense of confidence aas it applies to your overall WELLNESS >>> #wellness #business #wellbeing #mindfulness #money #future #people #success #coaching #mentalhealth #motivation SIGN UP TODAY! https://zoom.us/webinar/register/WN_oQy8sIgtRjqACVLZYRljAw

Six times you should hire a financial planner 1. You’re at, or close to, retirement age. 2. You got a significant raise.... 3. You received an inheritance 4. You’re going through a divorce. 5. You’ve had a major life event happen. 6. You’re ready to take control of your financial situation. FULL ARTICLE HERE https://www.thesimpledollar.com//six-times-you-should-hir/

You Your Spouse and Your Advisor...? Dynamic 3-some at times. Confusing at times. Constructive at times... Often in a day I speak with couples who one spouse drives most of the interest, decisions and holds a greater level of understanding towards financial planning affairs in their respective lives.... This is fine when everything is going good (investments are going up, incomes are going up, business is smooth... ) When financial decisions that were made go bad and one spouse was not really part of the decision (even though they said before "my spouse takes care of the finances..") This can cause SERIOUS stress to a relationship and reduced HAPPINESS. Here are (3+2 Bonus) 5 Easy Questions that can Engage Each Spouse in the Advisor Client relationship. FULL ARTICLE LINK https://servisswealth.com//you-and-your-advisor-part-3-3-/ #wealth #happiness #happy #conversation