Jose Montes Financial Coaching

10 Tips to Help You Live Within Your Means 🧘🏻🙏🏼

The best way to organize, plan, and get ahead on anything is to ask someone who works on it, answers questions, and finds answers on a daily basis. When it comes to money - that's a Financial Advisor. Consult with one today!

It's difficult to save and grow your money when you spend left and right. 💸💸💸
-- BAD spending habits can be what's keeping you from having a good financial foundation right now.

Here are common spending habits to watch out for! 👀

𝗬𝗼𝘂𝗿 𝗕𝗘𝗦𝗧 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗹𝗶𝗳𝗲 𝗮𝗹𝗹 𝘀𝘁𝗮𝗿𝘁𝘀 𝘄𝗶𝘁𝗵 𝘀𝗲𝘁𝘁𝗶𝗻𝗴 𝘁𝗵𝗲 𝗿𝗶𝗴𝗵𝘁 𝗴𝗼𝗮𝗹𝘀 𝗳𝗼𝗿 𝘆𝗼𝘂. 🎯

Here are 5 easy steps to get you started:

3 Easy tips to get your budgeting on point. 🎯

Story time! 📚🔔

Do you know how the stock market works? Here’s a simple illustration to give you an idea. 📈🤑

Story time! 📚

Did you know that your Christmas bonus can actually change your life?🎄🎁

HOW DO YOU MANAGE YOUR MONEY? 💵

Building wealth comes down to three simple things: MAKING, MANAGING, and INVESTING money. You have a job and you earn, you've been learning how to invest, but equally important is how you manage your money. 📝

Here are five simple steps that can help you set up a personal finance system that can be just as POWERFUL in contributing to your financial goals! 🎯🎯🎯

𝗠𝗬 𝗕𝗘𝗦𝗧 𝗜𝗡𝗩𝗘𝗦𝗧𝗠𝗘𝗡𝗧 𝗘𝗩𝗘𝗥, 𝗛𝗔𝗡𝗗𝗦 𝗗𝗢𝗪𝗡:

𝗜 𝗽𝗮𝗶𝗱 ₱𝟮,𝟰𝟵𝟵 𝗳𝗼𝗿 𝗮 𝘀𝗲𝗿𝘃𝗶𝗰𝗲 𝗮𝗻𝗱 𝘁𝗵𝗲𝗻 𝗴𝗼𝘁 𝗽𝗿𝗼𝗺𝗼𝘁𝗲𝗱 𝘁𝘄𝗶𝗰𝗲 𝗶𝗻 𝗼𝗻𝗲 𝘆𝗲𝗮𝗿, 𝗱𝗼𝘂𝗯𝗹𝗶𝗻𝗴 𝗺𝘆 𝘀𝗮𝗹𝗮𝗿𝘆 𝘄𝗶𝘁𝗵 𝘁𝗵𝗮𝘁 𝗺𝗲𝗮𝘀𝗹𝘆 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁.

In this post I'll share my top 3 investments of all time and the power behind these seemingly simple investments. Too often, we're always on the hunt for which investment vehicle gives the highest % return. Forgetting that we OURSELVES, are the BEST investment vehicle there is.

Happy investing!

DID YOU KNOW?

LGBTQ+ partners can be each other’s life insurance beneficiaries. ❤️🧡💛💚💙💜

Not a lot of people know this. Personally, in the accounts I've handled, they would always ask hesitantly if they could add their partner as a beneficiary even if they were of the same s*x. And each time, I would happily say yes with a happy heart. 🥺❤️

So here's us sharing to as many as we can that YES, it is possible!

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