Thrive Financially and Mentally (COVID-19 Special)

The Path to Financial Freedom

It is the time to get in the driver’s seat and talk about money and mindset and help you THRIVE mentally and financially right now and beyond. With Tracy Alston, and Joe Del Monte, a personal financial consultant, PLAY THE VIDEO BELOW and ask us any questions.

Download the WORKSHEET

Ask us your questions

What You Will Learn From the Video

We expect this series to coach you towards the following results:

+ A clear understanding of how your thoughts affect your emotions and therefore your actions . + How getting control over your mindset helps you get in a stable place emotionally, which leads to better decisions and behaviors when it comes to your finances. + A more positive outlook of your mental and financial future. + An improved financial snapshot. + The start of better behaviors and habits to keep you from the patterns that have blocked your progress. + A purpose or at least the start of defining your purpose and calling as it pertains to the way you see yourself and handle your money.

1. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor.

2. This recording is for general information only and is not intended to provide specific advice, an endorsement or recommendations for any individual. For a comprehensive review of your personal situation, always consult with a qualified professional.

2. Mental Health Fitness Matters with Tracy Alston is not affiliated with CWM, LLC, and opinions expressed by the presenter may not be representative of CWM, LLC.

4. A Roth IRA offers tax free withdrawals on taxable contributions. To qualify for the tax-free and penalty-free withdrawal or earnings, a Roth IRA must be in place for at least five tax years, and the distribution must take place after age 59 ½ or due to death, disability, or a first time home purchase (up to a $10,000 lifetime maximum). Depending on state law, Roth IRA distributions may be subject to state taxes.

5. Sources stated on statistics mentioned during the video:
∙ About 2/3 can’t cover $1000 emergency expense – Bankrate January 2020 Financial Security Index
∙ 78% living paycheck to paycheck – 2017 Career Builder Survey

In the last few months, people all over the world have taken a massive blow financially due to the coronavirus pandemic. People have lost their loved ones, businesses, jobs, savings, and financial security.

Their minds and the accumulating stress are causing some fear and panic for people when it comes to financial security and moving forward.

Those who struggle to pay off debt are more than twice as likely to experience a host of mental health problems, including depression and severe anxiety.

- Dr. John Gathergood, University of Nottingham 2012

14.8% of people making less than $35k/year say they felt feelings of worthlessness, hopelessness, and sadness, all or most of the time. Only 2.5% of people making over $75k had the same response.

- 2015 Center on Society and Health, Urban Institute

If you or someone you know have struggled with it for some time, you probably need some more specific help... That’s why we’re here. Whether you have issues around your finances, you are thinking to change your career, and you have mental barriers that you need to get over, then this is your opportunity for it to change.

We’ve all needed help from professionals in many areas of our lives, but that initial step can be intimidating. We offer a no cost assessment or consultation to help you identify what's essential and helpful for you to take back the peace and control.

NOW AVAILABLE!

The 6 Hour
MENTAL & FINANCIAL COACHING

From the Experts

The money and mindset program is designed to help get you out of your own way when it comes to creating a growth mindset around money.

Tracy and Joe have over 20 years of experience collectively in their fields as it relates to improving mental performance and creating a plan for financial success.

DATES: Every 2nd Wednesday of each month.

Some days may be full. Max 8 people. Dates may change.
Contact for more information.

Questions and Reservations, please contact us below

Thrive Financially and Mentally (Special COVID-19)

The Path to Financial Freedom

It is the time to get in the driver’s seat and talk about money and mindset and help you THRIVE mentally and financially right now and beyond. With Tracy Alston, and Joe Del Monte, a personal financial consultant and founder of “Parkside Wealth”, PLAY VIDEO BELOW and ask us any questions.

Download the WORKSHEET

Ask us your questions

In the last few months, the economy and people all over the world have taken a massive blow financially due to the coronavirus pandemic. People have lost their loved ones, businesses, jobs, savings, and financial security. Their minds and the accumulating stress are causing some fear and panic for people when it comes to financial security and moving forward.

14.8% of people making less than $35k/year say they felt feelings of worthlessness, hopelessness, and sadness, all or most of the time. Only 2.5% of people making over $75k had the same response.

- 2015 Center on Society and Health, Urban Institute

14.8% of people making less than $35k/year say they felt feelings of worthlessness, hopelessness, and sadness, all or most of the time. Only 2.5% of people making over $75k had the same response.

- Dr. John Gathergood, University of Nottingham 2012

The Data

14.8% of people making less than $35k/year say they felt feelings of worthlessness, hopelessness, and sadness, all or most of the time. Only 2.5% of people making over $75k had the same response.

- 2015 Center on Society and Health, Urban Institute

Those who struggle to pay off debt are more than twice as likely to experience a host of mental health problems, including depression and severe anxiety.

- Dr. John Gathergood, University of Nottingham 2012

Think about the times we are living in right now, stress has gone through the roof, people have lost their jobs, which can cause stress on relationships and overall well-being.

This series of shows are designed to get you moving in the right direction and get you in the driver’s seat of your life. Starting with your mindset.

The Format

Each show dives into a different topic regarding money and mental fitness. You will learn strategies that we have used with executives, athletes and other professionals as it relates to breaking through the limiting beliefs around yourself and your money.

During each show we will give out three practical takeaways or actions steps that you can start implementing in your life immediately.

What can you expect?

While there are no quick fixes, we expect this series to coach you towards the following results:

A clear understanding of how your thoughts, affect your emotions and therefore your actions. Getting control over your mindset, helps you get in a stable place emotionally, which leads to better decisions and behaviors when it comes to your finances.
A more positive outlook of your mental and financial future
An improved financial snapshot
The start of better behaviors and habits to keep you from the patterns that have blocked your progress.
A purpose or at least the start of defining your purpose and calling as it pertains to the way you see yourself and handle your money

Call to Action

If you feel like these are areas that you have struggled for a long time, and you need some more specific help, that’s why we’re here. Whether it issues around your finances or mental barriers that you need to get over, reach out.

We’ve all needed help from professionals in many areas of our lives, but that initial step can be intimidating. We offer a no cost assessment or consultation to help you identify what essential and helpful for you to take back the peace and control.

Download the WORKSHEET

"3 Steps to changing your mindset about money and thought patterns that are keeping you stuck"