Grow Financial Federal Credit Union’s Post

As we enter a new year, many of us have big goals on our list, and for some, that means stepping into the journey of buying their first home. 🏠 Michael Merritt from BOK Financial shares some essential #homebuyingtips to help navigate this important milestone. Read the full article on Forbes: https://ow.ly/SmrK50Qn9fF

As we enter a new year, many of us have big goals on our list, and for some, that means stepping into the journey of buying their first home. 🏠 Michael Merritt from BOK Financial shares some essential #homebuyingtips to help navigate this important milestone. Read the full article on Forbes: https://ow.ly/SmrK50Qn9fF

Too much cash — it’s one of the biggest concerns I’m hearing these days. Here are a few approaches you can take with your clients. https://lnkd.in/egEgU2ee

In financial services we can often learn more by talking about things in a more relatable way. Here’s an example… A financial adviser says to a prospective customer: "Do you have any financial goals?". Customer says "No, not really" and feels a bit awkward about it. These broad questions can feel really imposing and can leave people feeling a bit inadeqaute. Fortunately the adviser says 'no probs' and then goes on to ask... 🏝 Do you want to go on holiday next year? Yes 🏠 Are you planning to buy a house in the future? Yes 💴 Would you like to have money set aside for a rainy day? Yes ✅ Ask better questions. That’s what we try to do as an agency too with our clients, to inspire thinking that can lead to more positive outcomes for everyone. #FinancialServices #FinancialMarketing #EmotiveMarketing #AskBetterQuestions

Buying a home is one of the most significant financial decisions most people will make in their lifetimes, and navigating this complex process without professional guidance can be daunting. #respondek #realestate #PacificPalisades #pacificpalisadesrealtor #luxuryrealestate #luxuryrealestateagent

Ready to buy your first home? White Owl Financial Solutions is here to help you every step of the way.

Ready to buy your first home? White Owl Financial Solutions is here to help you every step of the way.

If you've been saving for a while, opening a money market account might be a good next step for you. You’ll be able to determine if opening a money market account can help you achieve your financial goals in this quick guide. ➡️ https://hubs.la/Q01_lCYF0 #rochestermn #allforone #moneymarket #financialgoals

Yes, it’s okay to disagree with your financial planner! Run from any relationship where it’s not okay to have an open dialog. Remember - YOU are the expert on your life. YOU are the one living day-to-day with the plan! Don’t feel comfortable voicing your priorities, preferences, and relationship with money? ✂️ and 🏃♀️ #moneymindset #financialplanning