3 Boosts for Your 2022 Goals

Financial planning starts with goal setting.  Here are 3 “power boosts” that I have found useful personally and in my financial planning practice.

1. SET THE RIGHT GOALS

“The more intensely we feel about an idea or a goal, the more assuredly the idea, buried deep in our subconscious, will direct us along the path to its fulfillment.” – Earl Nightingale

The primary reason that we fail to achieve our goals is that we choose the wrong goals, according to author and coach Martha Beck.  We imagine situations (wealth, fame) rather than experiences and direct ourselves toward unintended consequences.  We may set a goal to make more money, thinking that wealth will offer security, but end up so focused on work that we destroy the security of our closest relationships and find that it’s not money that makes us feel secure. (more…)

The Magic of Appreciation in Money and Life

The word “appreciation” has at least two important meanings and applications.  In the world of finance, it refers to the increasing value of an asset. In the inner realm of thoughts and emotions, appreciation involves recognizing the value of and feeling gratitude for specific relationships, resources, and circumstances.

In her book, The Soul of Money: Transforming Your Relationship with Money and Life, Lynne Twist teaches that appreciative thinking is the opposite of scarcity thinking: “When your attention is on what’s lacking and scarce—in your life, in your work, in your family, in your town—then that becomes what you are about.” (more…)

Goals are Key to Designing Your “Rich Life”

Financial Life Planning is a holistic process that will help you to clarify your values and guide you in defining and designing your unique version of the “rich life.”

Goal setting is an essential component of this process, and a powerful tool for experiencing what is most important to you.  When you imagine what you want your life to be like and what you want to achieve, these images will become the basis of your life and financial goals. (more…)

Goals Give Life Direction

The future belongs to those who believe in the beauty of their dreams.
Eleanor Roosevelt

Happiness lies in the joy of achievement and the thrill of creative effort.
Franklin D. Roosevelt (more…)

Your Mission: Designing a Purposeful Life

When individuals set goals that are especially meaningful to them, they experience a sense of mission. They feel enthusiasm for the tasks that lie ahead and for what they intend to accomplish. At every stage of life, having a mission gives them a reason to get up in the morning, a reason to bounce back from setbacks, and a reason to explore their potential. (more…)