Start With Your Money Mantras

Money mindfulness is an easy concept to grasp, but tough to put into action. It takes real courage to scratch below the surface to understand your money behaviors and attitudes - where they came from, and how to adjust them. Understanding your "money mantras" - your money messages - is great first step. Mantras that were reinforced while growing up can have a significant effect on your current money relationship.

Click the button below to access a quick and easy tool for better understanding your money mantras.

click here button

If we can assist, please contact us. We are here to be your advocate and a resource!

Be well,

Roberta

Join the Conversation!

linkedin facebook

Core Tenets

Alexis Advisors, LLC is Registered Investment Advisor with the Commonwealth of Virginia. Information contained herein is for informational purposes only and is subject to various interpretations and timeframes, and should not be considered investment advice. Please contact Advisor promptly if there are any changes in your financial situation or investment objectives, or if you wish to impose, add or modify any reasonable restrictions to the management of your account. Since the confidentiality of internet email cannot be guaranteed, do no include private or confidential information such as passwords, account numbers, or social security numbers. Additionally, instructions having financial consequences such as trade orders, fund transfers, etc. should not be included in your email communications, as we cannot act on unconfirmed instructions received via email. Nothing in this transmission should be construed as an offer or solicitation to purchase or sell securities. Investments in securities and insurance products are not FDIC insured, not bank guaranteed, and may lose value. Advisor’s current Disclosure Brochure is set forth on Form ADV Part 2 and is available for your review upon request.