Financial Wellness Planning: Balance Time, Energy, Health, and Money for a Fulfilling Life
Have you ever felt like financial planning alone isn’t enough to create a fulfilling life? That’s because true prosperity isn’t just about money—it’s about balancing time, energy, health, and wealth. Welcome to a new approach: Financial Wellness Planning. This holistic method aligns your resources with your priorities, helping you achieve both your immediate and long-term goals while living more fully in the present.
Why Financial Wellness Matters
Many people think financial planning is about accumulating as much wealth as possible for the future. But what happens to your time, energy, and health while you’re focused on tomorrow? Unlike money, these resources are finite—you can’t store them for later.
A Financial Wellness Plan ensures your financial resources actively support what matters most right now: spending quality time with family, prioritizing your health, and living a life of abundance today.
The Four Pillars of Financial Wellness
- Time: How you spend your time should align with your values. We’ll create strategies to reduce wasted time and invest in meaningful activities.
- Energy: Mental and physical energy are essential for tackling life’s challenges. Your financial plan should reduce stress and enhance your vitality.
- Health: Health is wealth. A Financial Wellness Plan supports your physical and emotional well-being.
- Money: Money is the tool that powers your priorities. We’ll ensure it works for you—now and in the future.
How Financial Wellness Planning Works
In a Financial Wellness Plan, we combine traditional financial strategies with coaching to address your unique needs. Together, we’ll:
- Set a one-year vision to align your financial goals with life priorities.
- Develop strategies to balance your resources across time, energy, health, and money.
- Create peace of mind by managing both current needs and future aspirations.
If you’re ready to redefine prosperity and take control of your financial and personal wellness, let’s connect. Click here to learn more about Financial Wellness Planning and start your journey toward a balanced, abundant life.
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Steve Schleupner specializes as a Divorce Transition Specialist, viewing divorce not just as an event but as a transformative life journey. His approach involves empowering clients to strategize for the long haul. Acting as a mediator, Steve presents various options aimed at reducing conflict and enhancing financial acumen, enabling clients to reach settlement agreements with clarity and assurance. Beyond the finalization of divorce decrees, he remains a steadfast guide, assisting clients in implementing their plans and adjusting them as circumstances evolve. With over two decades of financial planning expertise and seven years dedicated specifically to divorce coaching, Steve brings a wealth of knowledge to his practice. He holds certifications as a Certified Divorce Financial Analyst® professional, a Certified Financial Planner® professional, and a Certified Divorce Coach® in addition to his mediation qualifications. Steve serves Central Maryland, Northern Virginia, the District of Columbia, and beyond.