1. Getting Out of Your Own Way: Mind Over Money 1345 Monroe NW | Suite 323 | Grand Rapids, MI 49505 616.642.9595 | 616.710.4263 fax Paul C. Spoelstra, CFP®, AIF® Milestone Wealth Management Securities and advisory services offered by Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. This material is provided for general informational purposes only and does not constitute either tax or legal advice.

2. 1 $ $ $ $ Where are you headed for your financial future?

3. What is money, really? 2 Views on Money Happiness? Security? A way to keep score? 

4. Re-examine your money values regularly; include people in the conversation who are impacted by your decisions—or you by theirs. 3

5. 4 Taking control: 1.Acknowledge that it seems hard 2.Take one small step at a time 3.Challenge yourself to make your steps progressively more difficult Remember, success brings more success!

6. Questions? Contact Paul: 616.642.9595 or email: info@MilestoneWM.com 5