My Money Goals for 2014 ... and a Gift From Me to You

My Money Goals for 2014 ... and a Gift From Me to You

day 6Happy 2014, everyone!

This New Year, just like you, I'm full of resolutions—and more than one of them concerns my money.

Sure, I founded LearnVest, and I just published a book on personal finance—"Financially Fearless"—but I'll let you in on a secret that I've learned in the process: You're really never done making progress on your money.

The other thing I know for sure is that it's hard to do it alone.

Last year I got married, and combining my finances with my husband has been a huge adventure! Getting totally aligned took time. We now share more money goals than ever before, because even though our priorities aren't identical, we want to use what we earn to achieve our biggest dreams as a team.


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That's why we got a financial plan and worked with an expert—I wanted a second set of fresh eyes on my money.

For all of us, it's tempting to get swept up in dreams of the future—and look right past what we need to do today to help make them a reality. But following the seven-step LearnVest Action Program, with the help of a LearnVest Certified Financial Planner™, provides the guidance and, more important, the accountability that we need to keep working toward those goals.

If you’re embarrassed or stressed about your finances, take this first step with us—and we’ll take it from there. Even if you feel like you're "good," let us help you make sure that you're actually good.

I wholeheartedly believe that everyone should be able to make progress on their money—and that no one should have to go it alone. As a gift from me to you, I'm giving you a $50 credit that can be put toward building your Action Program when you use the code NEWYEAR50*.

Act today: Book a session with an expert (on us), use your code, and make 2014 the year to finally feel amazing about your money.

Get ready to tackle your resolutions with the full force of the LearnVest team supporting you every step of the way. When it comes to taking control of your finances and your future, with us, you're never on your own.

Here's to a fearless New Year!

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*Code is valid for calls through January 17th and may be applied toward 5 Year Planner or Portfolio Builder plans.

LearnVest Planning Services is a registered investment adviser and subsidiary of LearnVest, Inc. that provides financial plans for its clients. Information shown is for illustrative purposes only and is not intended as investment advice. Please consult a financial adviser for advice specific to your financial situation. LearnVest Planning Services and any third parties listed in this message are separate and unaffiliated and are not responsible for each other’s products, services or policies.


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