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You’ve run the numbers, talked to your financial advisor, and the day has finally come for you to write that big check to complete that big purchase you’ve been excited about for months.

Even though you’ve done all your homework and can’t wait to take possession of that beautiful dream home or go on that amazing family vacation you’ve been planning for so long, you still feel a sense of anxiety as you prepare to sign the check.

In this video James Lenhoff, President of Wealthquest, talks about why we have this strange feeling of anxiety when we spend a lump sum of cash on something that we’ve always dreamed about getting.

First, the thoughts that we’re having – thoughts in which we second-guess ourselves at the last minute despite all the work we’ve done to make sure that this is a financially wise purchase – are the key drivers of this anxiety.

Second, these thoughts are not connected to reality. They’re not connected to the clear-headed financial plan and budget that we made with our loved ones and our financial advisor. Instead, these thoughts are telling us that we’re giving up a bit of financial security – security that makes us feel emotionally at ease – if we make this purchase.

Instead of thinking about what we’re giving up, we should think about what we’re gaining by making this big purchase. Think about the excitement you felt when you first started planning that big vacation or when you first talked to your loved ones about that incredible dream home.

As you prepare to sign on the dotted line and complete this big purchase, don’t forget that the thoughts that brought you to this day are thoughts of positivity, energy, and happiness. Don’t let your negative thoughts ruin this positive moment in your life.

Please Note: No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience the same or a certain level of results or satisfaction if WQC is engaged, or continues to be engaged, to provide investment advisory services, nor an endorsement of WQC by a current or past client.

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Discover a new approach to wealth management where your investments, tax preparation, and estate planning services are offered by one team of fiduciary experts, all under one roof, for one simple fee. Wealthquest is a fee-only financial planning and wealth management firm focused on the integration of your life and finances. Regardless of your account size or stage of life, our firm can help.

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Cincinnati

Tel: 513.530.9700
Fax: 513.530.9776
info@wqcorp.com

Chicago

T: 630.581.3580
F: 513.530.9776
info@wqcorp.com