Your financial and physical fitness

When it comes to your physical fitness, you may have goals you're trying to reach: to compete in a sport, to shed extra weight, to attain a certain physique, etc. And while it's possible to reach these goals on your own, even the most elite athletes work with a personal trainer to help them reach their goals.

Similarly, when it comes to your financial fitness, you likely have a goals you want to achieve. Maybe you're investing to live the retirement you envision or you want to help pay for a child's education or you're planning on making a major purchase. Just as a personal trainer or coach can help you realize your physical fitness goals, your financial advisor can help you as you work toward your financial goals.

How a financial advisor helps with your financial fitness

Set goals and prepare a financial strategy

Setting realistic goals and mapping the steps to get there are the first steps of any fitness journey. A good personal trainer understands what you're trying to achieve and creates a workout plan to help you get there. Your advisor will take the time to understand you and your goals and then work with you to build a strategy to help you achieve them.

Provide financial coaching through life

Rather than recommending exercises and counting reps, your financial advisor is there to help you make sound financial decisions and advise of the appropriate actions to help you reach your goals. They can also help you stay consistent. Nobody ever does one push-up and says they're done; An advisor can help to set up a systematic investing plan or recommend things you can do to help you stay on track.

Perform regular check-ins

A personal trainer will indicate milestones as you work toward your fitness goals and perform regular check ins to see how you're progressing. When you meet with your financial advisor regularly, you'll review where you are on your financial journey, and make adjustments to your strategy to help you stay on track.

How we can help

An Edward Jones advisor can help you build, maintain and protect financial strength throughout your life by taking personal approach to meeting your financial goals. Talk to your advisor about your goals and putting a strategy in place to help you achieve them.