One Way To Achieve Your Financial Goals

I get a chuckle out of the number of blogs out there that are titled something like this:
“Ten ways to achieve this goal”
“Eight steps you need to take to improve this aspect of your life”
“The Six Best Pieces of Advice I have been given”

Financial Planning is a Process


Blogs that I read about how to write better blog posts suggest using titles such as these that suggest you are going to give your readers a certain number of pointers because these types of titles are good at grabbing the reader’s attention. Fair enough and probably good advice. However, there are a lot of bloggers who seem to use the same playbook, and that makes me chuckle. It also makes me think about how I can do a takeoff on the sameness of these blog titles for my own benefit.

One Way

My businesses are investment management and financial planning. Rather than citing numerous ways, there is really only one way for you to achieve your financial goals. The only way you can achieve your financial goals is to identify what those goals are and to establish a plan to achieve them and stick to that plan until you do. It is a lifetime process that involves getting up and going to work every day, even if your “office” now is in your laundry room. You can and should re-look at your goals every so often as aspects of your life change, and you of course should rebalance your portfolio based on its performance and your future needs. However, the point is that the planning and the achievement of financial goals is a process that you need to work through day by day for the remainder of your life.

Positive Attitude

The process of achieving your financial goals is something that you need to have a positive attitude about because you need it to get through each day. You may have a difficult client or a hard problem to solve at work at a given time, but if your mindset is that you are working through the process of achieving your financial goals every day, then it might help you to have some perspective on life at your workplace.

Ask For Help

What if you need help to figure out what your goals are or should be? What if you are so busy at work or home that you need help with investing and monitoring your investments? I am a Certified Financial Planner® and so I am trained to provide the assistance that you need. You don’t always need to do everything yourself and there is no shame in asking for help. In fact it is best you do so in areas that you are not fully proficient. Please contact me or any other CFP® Professional that you know so that you can get started or re-started toward your goals.


Planning and achieving one’s financial goals is a process that takes every day. Rejoice in that process and take it head on by working with a CFP® Professional so that you can see your goals clearly and that you have a roadmap to get there.

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