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Punta Cana Wellness

Planning Financial Wellness Moving Forward

{Free Webinar, with Marco Lima, CFP®, MRA Advisory Group, CEO}

Hi there, and welcome to my Blog! Planning Financial Wellness is vital to ensuring individuals and businesses feel secure about financial wellbeing, assisting in meeting current, future, and ongoing financial obligations.

Punta Cana Wellness provides comprehensive and interdisciplinary approaches that are necessary to meaningfully address the complex issue of human health and well- being. Our minds and bodies are inextricably connected. The simple act of worrying can trigger physicological responses to the way physical stress and injury can. Wellness is about taking the steps towards enhancing your body, mind, and spirit.

In my conversation with Marco Lima, CFP®, MRA Advisory Group, CEO, we talked about how financial wellness should be essential to achieve mental wellness- peace of mind and an educational tool that we should have understood during our school years.

Have you ask Google, “What percentage of people worry about money?” Let me share with you the top 3 results of my search, proving why financial wellness is so important.

Top 3 results on worry about money Punta Cana Wellness.

I find these results alarming. If you look closer on the date on the top result is January 2020, imagine what would be the results now during the Pandemic, where all have been affected. But, we are not experiencing it the same way.

Some Information about our Financial Wellness Advisor:

Marco Lima, CFP, Chief Executive Officer, MRA Advisory Group

Mr. Lima is the CEO of the MRA Advisory Group, helping the firm deliver on its mission to simplify financial services across generations. Marco is also a Partner and Investment Committee member of MRA Capital Partners. He was a Private Wealth Advisor with Ameriprise Financial Services, Inc. from 2003 to 2016.

His prior experience includes working as an Investor Relations counselor at Gavin Anderson & Co. (2000– 2001) and at Financial Dynamics Business Communications (2002–2003), both in New York City. He holds the CERTIFIED FINANCIAL PLANNER™ practitioner certification and received his B.B.A. in Finance and Investments in 2001 from Baruch College –The City University of New York, New York, NY.

He enjoys community service and volunteers for Habitat for Humanity, Community Food Bank of New Jersey and is a member of the Financial Planning Association.

He lives in Morristown, NJ with his wife Fernanda and five children, and mentioned to me that he wants to buy a house in the Caribbean 🙂 !

Some important information about the MRA Advisory Group.

MRA Advisory Group (“MRA”) is an Independent Investment Advisory firm that focuses on offering generational planning services to Millennials, Gen-Xers and Baby Boomers.  They offer flexible subscription-based advisory services for all stages of your financial journey.

MRA specializes in the following integrated areas:  Financial Planning, Wealth Management, Tax Preparation and Planning, Business Services, Insurance Solutions, and Real Estate.

Some of the things we talked about:

  1. What is your definition of financial wellness? When Should I start planning for it?
    Is financial wellness related to the ” Cushion” concept?
    2.If you have the money as business or personally, what should you do- save or invest? What to consider for each scenario?
    3.So COVID generated tremendous hurt in all industries.
    4.From a financial advisor standpoint, looking at it globally, how long you think business/ people will be at least get to the “even” estate or “out” of the red numbers?
    5.What type of measures will you say individuals and businesses have to take moving forward so before another ” COVID – Situation hits” hurt less?

We hope the content of this free webinar was insightful and that you and your organization can take advantage of our conversation.

If you are interested in getting your business, services, product, destination, hotel, spa, and everything in between to the next level of Wellness, we can help! Click here to start the process.

Check out the video, leave your comments, and questions we want to hear what you think. Be part of the conversation.

I am all in when it comes to creating quality connections that enhance my quality of life and the ones around me, based on self-care and the care of others, that is why promoting health and wellness is essential for me.

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