S.B.A.R. Your Finances

Situation, Background, Assessment, Recommendation

You have heard this acronym floating around the healthcare setting.

You might even use it every day.

It is a tool to help us report all types of information about each individual.

But, did you know we can apply it to your unique financial picture?

Situation: What is the biggest financial upset or goal you have currently?

Background: What are the things that led up to this point, or influenced your goal?

Assessment: A look at what is currently going on in your life, with and without finances involved.

Recommendation: Many options will be provided based on the latter three sections, and you will be able to choose what works best for you!

What I love about using this framework is that once you have mastered your money, you can continue to use SBAR on your own. You will have the knowledge to make your OWN recommendations.

Let's start your S.B.A.R. today!