Financial Balance in a Nutshell
Sunday, June 3, 2012 at 4:13PM
Jeff Forrest in Blog

So what exactly do I mean by Financial Balance? I use the phrase to reveal the fact that we have been taught to manage our personal finances from a perspective of extremes. When we get to the point that we can afford to put some money aside for our future we fall prey to the financial marketing engine that encourages us to go for the big returns on our money. We put the money at risk and call the process savings. That is not balance.

Balance implies equal distribution, mental and emotional stability, and calm judgment. Staying in balance requires a commitment to both balance and discipline. When it comes to personal finances, balance means applying that commitment to every aspect of your personal finances. Financial balance involves a good understanding of the following concepts:

In our Financial Balance presentations we provide participants an overview of each of these concepts and share ideas on how to use these concepts to create positive financial results. 

We also offer multi-session workshops that help participants explore each of these concepts in detail. During the workshop we provide practical tools and tips on how to effectively manage and use each concept to create the financial results you want.

Of course, in both our presentations and workshops, we discuss safe money instruments and provide you with an overview of how safe money instruments can help you achieve your financial goals.

Article originally appeared on The Core Financial Group (
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