The big question is, “Is anybody’s financial house really in order?” There are too many forces tugging at us; all of which seem to keep us from getting the job done. There is always something more to do, and it can feel like you need to have specific knowledge on the subject, and that you have to learn a whole new language! Worse yet, worry about money and finances can take a huge psychological and emotional toll on a person and a family. Both Bob & Max have a deep understanding of anxiety and the challenges that come with confronting these issues, and we’re here to help you get through them.
Studies have shown that in addition to causing depression, anxiety, and all sorts of health problems, these worries are extremely distracting and can be paralyzing. These studies define financial wellness programs as those that assess and support a person’s complete financial picture. At Common Interests, our goal is “Empowering Financial Wellness” and we’re flexible enough to work with you the way you’d prefer to work, no matter the size or scope of your needs, or where you are in life.