You are the Navigator

You Lead With Logic in All Endeavors

You are wise beyond your years and your choices show it. Your friends trust you to help them make big decisions and know you’ll weigh all the options in a logical manner before finding the best possible solution. Be careful, though, as all that info can slow you down. Don’t let your risk-averse nature and cautious approach stop you from taking advantage of the good things in life, especially when opportunity knocks. Set a deadline and make a decision with confidence.

Your Strengths

  • Logical: You approach every problem as something that can be solved with reason.
  • Thorough: You take time to research all aspects of things that affect your life and finances.
  • Receptive: You’re open to, and desire, opinions from others.

Your Weaknesses

  • Slow to react: If given the chance, you’ll always look for more time to make a decision.
  • Risk-averse: If life came with guarantees, you’d be one happy camper.
  • Indecisive: When it comes to big decisions, you sometimes struggle to make a choice.

Take a Few Steps in the Right Direction

  • Set a deadline – Give yourself enough time to do your research, but don’t get caught up in the search. Keep yourself on track by creating a well-defined end date.
  • Make a pros and cons list – After the research is done, create a list of the pros and cons for each of your options from a purely financial perspective. Once done, be ruthless in eliminating less preferable options.
  • Avoid tinkering – Develop a financial plan and stick to it for several months or even a few years. Don’t try to keep adjusting it as you learn more information. Instead, set up periodic (every six months, every year, or every two years) time frames to revisit and make adjustments based on new information or advice you’ve obtained.

Progress begins with a Key Financial Wellness Review

Sometimes it's hard to talk about money. We try to make it easy. In a Key Financial Wellness Review, we'll talk about where you are right now and create a personalized plan to get you where you want to be.

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Content provided for informational and educational purposes only and is in no way to be construed as financial, investment, or legal advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal financial issues.