What if your WealthConfidence has less to do with the amount of money you have and more to do with your mindset? There are eight different mindsets that contribute to an improved WealthConfidence.

In our world today, we are bombarded with information, opinions and ideas regarding our financial future. Sometimes it seems like only those expressed the loudest and packaged nicely will be the ones that are heard and respected, so the majority follows.


Think about your worst experience buying a car—chances are you did not do most of the talking and probably didn’t feel like your needs were truly met. This makes complete sense since the car salesman is the one making the commission on the sale. You mostly likely walked out still wondering if you made the right decision.

When considering your financial future, your WealthPlan should focus on your vision for your financial life and tangible financial goals; accomplishing them would make you feel like you’re progressing toward your future. Only then can the usefulness of particular strategies and actions be determined and implemented; not how often you see them presented on TV or what famous person was paid to promote them. Your ideas and opinions have been sought as a foundation from the beginning. Suggested actions are not offensive, but instead are understood as steps you must take to create the future you have in mind, increasing your WealthConfidence.


Are you struggling with the complexities that wealth can bring? Answer the following questions:

What is your current financial condition?
Benchmark yourself

Are you ahead of or behind where you should
be by now?

Gap determination

Will what you are doing now get you where you
want to go?

Decisions assessment


Complimentary resources that can help you answer these questions and more are available to you. Let us know if you would like to take advantage of them. Improved WealthConfidence can be yours today!

What is your WealthConfidence?

Visit www.yourwealthconfidencescorecard.com to identify your personal mindset, and what that means to your wealth and your WealthConfidence.


FirstWave Financial™ is a registered investment advisor. A copy of our current written disclosure statement discussing our advisory services and fees is available upon request.

FirstWave Financial | 1300 Highway A1A, Suite 103
Satellite Beach, FL 32937

321.773.7773
FirstWaveFinancial.com