When it comes to your finances, the ability to incorporate the guidance of a seasoned advisor is invaluable. There are so many twists and turns and paths not taken that it usually pays off to have a compass through this wilderness.
Serge Robichaud has provided such compasses for many years. As a Financial Advisor with Quadrus Investment Services, Robichaud deploys a distinctive approach to financial planning – one that’s centered around a commitment to holistic well-being.
A Life in Equilibrium
As a wealth manager, Serge Robichaud not only provides advice to his clients on where to invest their money, but he also puts a large emphasis on making sure they invest their time and energy into personal development. Whether it’s through pursuing professional certifications to enhance their career, maintaining a robust lifestyle, or fostering mental acuity through practices like meditation, Robichaud ensures his clients that self-investment can yield meaningful dividends.
Robichaud has helped clients through seemingly insurmountable financial hurdles, from the precipice of bankruptcy to the prospect of business collapse. To best serve his clients at these times of need, he reminds them to maintain a healthy perspective on their overall financial goals. By remaining grounded and establishing a way forward that’s rooted in hard-earned trust, he creates bespoke strategies for his clients that ensure their financial lives remain shored up and secure.
Taking Care of Your Health
Serge Robichaud stresses the importance of maintaining optimal health to his clients, and he’s able to use his own commitment to staying active through sports clubs and fitness regiments as an example. He shares with them that through building the discipline to maintain his physical well-being, he’s able to also build a solid foundation for his mental fortitude. This fortitude is essential for handling the stress and uncertainties that come with financial planning.
Thus, Robichaud’s approach is not just about hitting financial milestones for his clients, but also about helping them to foster a commitment to personal growth.
This integration of financial health into the broader spectrum of personal wellness is gaining traction. The holistic approach recognizes that financial stability is not just a matter of bank balances but is deeply intertwined with our overall well-being.
Combining financial and personal wellness leads to a more balanced and fulfilling life. It helps in creating a sustainable lifestyle where one’s health and financial goals support each other. This approach not only enhances individual well-being but also contributes to creating a more positive and productive society.
Strategies for Combining Financial and Personal Wellness
Here are some strategies that Serge Robichaud offers to build a more holistic lifestyle:
- Budgeting for Health: Create a budget that includes health-related expenses, such as gym memberships, healthy food, and regular medical check-ups.
- Investing in Health: View your health expenses as investments. Activities that enhance well-being, like yoga classes or mindfulness apps, can reduce healthcare costs in the long run.
- Mindful Spending: Being mindful about spending goes a long way towards improving financial and personal wellness. This involves understanding the difference between needs and wants, and making conscious choices that contribute to long-term happiness and stability.
- Emergency Funds: Having an emergency fund provides a sense of security, reducing anxiety related to unexpected financial shocks, such as medical emergencies or job loss.
- Financial Education: Enhancing one’s financial literacy can lead to better financial decisions, reducing stress and contributing to a sense of control and well-being.
- Work-Life Balance: Striving for a balance between work and personal life is crucial. Overworking to achieve financial goals can lead to burnout and health issues, undermining both financial and personal wellness.
- Seeking Professional Help: Consulting with financial advisors and wellness coaches can provide tailored strategies that align with individual goals and circumstances.
Ultimately, the goal is not just to be financially solvent or physically fit, but to achieve a state of overall well-being where each aspect of our lives complements the others.
