Chartered Financial Consultant (ChFC®), David M. Kujawa discusses what every business owner and professional executive family must know about financial fitness and how to transform the way you deal with money.
Chicago, IL Experienced Financial planning and wealth management professional, David M. Kujawa was recognized as a Remarkable Expert by a popular Chicago radio show called “Remarkable Radio.” The program selects from noteworthy Experts, People, Places, and Things from around the globe and in your town to highlight for their audiences. Kujawa appeared as a guest on the show to explain his approach to “financial fitness” in the modern age and how people can transform the way they control and deal with money matters. The show aired on a Saturday afternoon on AM560 The Answer, one of the premier talk stations in Chicago, also home of Hannity and The Dennis Miller Show.
Kujawa is a Chartered Financial Consultant (ChFC®) and a Financial Fitness expert. With over 10 years’ experience in wealth management and another 8 years prior in business management & consulting, David strives to assist his clients Refocus their Wealth so they can more effectively focus on their family and pursue their goals. David has achieved numerous accolades over his career but is most proud of being named Volunteer of the Year and receiving a Founders Award for the Boys & Girls Club of Elgin. Chicago radio show host Mark Imperial asked Kujawa to share his expertise with his audience.
“First, I want to thank you for giving me this platform to discuss ways that people can improve their lives. I enjoy helping people improve their financial situation for themselves and their families and to have the opportunity to discuss this in my hometown of Chicago is incredibly gratifying,” said Kujawa.
David believes in guiding people towards success with the heart of a teacher. By helping his clients to recognize the importance of balance and live the 3 Financial Keys, they can not only maintain but enhance their overall Financial Fitness.
In the interview, Kujawa discusses his belief that Financial Fitness is a process and journey that families take together. He explains to Mark that money is just a tool; family matters more. His program of Financial Fitness is a customized view of what is really going on in regards to money and everything it touches and relates that to how those items on the “list” related to the overarching priorities of the family. Kujawa explains how those questions people ask should be placed in context of the plan, ie “what is my current plan, does it fit and what do I need to change in order to pursue xyz.” Financial Fitness is the checkup, the game plan and the roadmap all in one.
Kujawa’s wealth management and financial fitness consulting services help clients to understand “The Three Keys” (give, save, spend) and how to plan for them effectively.
“Over the past 10 years, I have been involved with financial planning and have designed my plans to help families focus on Financial Fitness. The difference is that Financial Fitness is a process and continual, not just a report. It helps guide clients through their journey to become smarter and more deliberate about managing money wisely—with a plan.” –David Kujawa, ChFC®
“I have found that business owners and executives or professionals with families, in different ways, ask similar questions. I hear these two questions often: ‘Am I doing the right things with my money’ and ‘Is there a more efficient way to work with everything on my [financial] plate and still pursue my goals effectively?’ My Financial Fitness process sets out to answer those questions in a clear, concise and easy to understand manner, but doing so alongside my clients and based on their priorities.” -David Kujawa, ChFC®
“One of the most interesting things I find is the myth that diversifying means having more than one advisor. So many times, this overtime actually starts to inhibit the overall plan, versus help it. Having a key advisor-or as I like to call it, Chief Financial Fitness Officer- is crucial to the strategy and plan development. When you have the right advisor, you can tell them almost everything and they should be working in your best interest to not only develop the plan, but be there to update, enhance or alter it as life changes. ” -David Kujawa, ChFC®
To hear the full interview, or to get more information about David Kujawa, visit: http://www.3financialkeys.com/
NOTICE: Securities offered through LPL Financial, Member FINRA/SIPC. Advisory Services
offered through High Point Advisor Group, a Registered Investment Advisor.
HighPoint Advisory Group and OnPath Financial are separate entities from LPL Financial.
David Kujawa, ChFC®
100 Illinois Street
Saint Charles, IL 60174
Company Name: David Kujawa, ChFC®
Contact Person: David Kujawa, ChFC®
Country: United States