Around this time each year, you are probably putting in place plans for the financial year ahead.
Maybe you even achieve some of those goals.
But you could never have planned for some of the unexpected events, opportunities, twists and turns of recent times.
Take me for example.
It wasn’t that long ago, I worked for a large financial services firm.
I had no plans to build a financial planning practice. I couldn’t have imagined building an on-line community. If you’d told me a couple of years ago I’d be doing most client appointments on Zoom, I’d have said you were mad.
None of these things evolved as part of a longer-term strategy.
Why is that?
Well, predicting the future is hard! We underestimate how much we, and the world will change over time.
When nothing goes according to plan, it's tempting to conclude that planning is a giant waste of time.
Why bother with all the work involved in goal setting and planning, when it could all change tomorrow?
A valid question.
The thing is, longer-term planning (done right) is not about trying to predict the future.
It’s more an awareness-generating process.
It helps you identify your goals, resources and timelines.
It gives you purpose, direction and focus.
And most importantly of all, planning done right, provides the insight to act.
No question, in my 30 plus years of helping people stress less about their money, I’ve discovered that too much talking and not enough doing is the biggest barrier to success.
Celebrated US Philosopher, Elvis Presley, had it right when he said “we need a little less conversation and a little more action please”.
If you are "failing to launch” or just want to do a bit better with your money, here are some resources that may help:
Whenever you're ready....here are a few ways I can help you get on track to a stress-free retirement.
1. Follow us on Facebook and Twitter and sign up to our regular emails updates.
They are great places for great ideas.
2. Grab a copy of our free Ebook.
It's called “5 Money Must Do’s For The Over 50’s” and are the lessons learned from helping 1000’s of people find financial peace of mind over the last 30 years.
3. Work directly with me.
If you’d like to work with me and my team to move from stressed and frustrated to relaxed and on track, you can schedule a phone call here. You’ll find out how we can help and if we are the right fit for you. 20 minutes, no obligation.
IMPORTANT This information is of a general nature only and may not be relevant to your particular circumstances. It does not take your specific needs or circumstances into consideration, so you should look at your own financial position, objectives and requirements and seek financial advice before making any financial decisions. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. See full Terms and Conditions here.