Setting goals is an important aspect of life. It helps you identify what’s truly important to you. It boosts motivation, drives ambition, and gives your life direction. Goal setting gives you something to focus on, a destination to reach, something to aspire towards. When that goal is complete, you have a sense of satisfaction and belief in yourself.
Goal setting is a key component of comprehensive wealth management. At Windward, we think it’s important to work on financial goals with our clients. We help clients hone and identify those goals, come up with a plan to achieve those goals, and then coach them through the implementation process of moving towards those goals.
For 2019, what goals do you have? Large or small, detailed or general, it doesn’t matter. What’s important is coming up with a goal, committing to it, and taking steps to achieve that goal. We asked our Windward staff to share one goal they have for themselves and their families for 2019:
Emily’s: To replace our beloved 20-year-old Jeep
Caitlin’s: To landscape our new house
Drew’s: To read 12 books in 2019
Darrell’s: To study in-depth one new topic every year. This year we are studying KS and MO history
Kathy’s: To not get so hung up on emails, monitor my emails twice a day and that’s it… I think I spend way too much time in emails!
Steve’s: To reduce or eliminate some small “financial leaks” in our life. Examples of this are consolidating some bank accounts that aren’t needed now which have higher fees than interest income, consolidating some personal accounts to earn more interest income now that interest rates are going up on money market accounts, and converting to a mail-order pharmacy for ongoing prescriptions which would save some expense and reduce the re-order frequency. Each of these items involve a one-time effort to receive ongoing financial and time saving benefit.
Brandy’s: To reduce my soda intake to less than one per day
Brad’s: To spend more time reading and to make time to do some writing of my own.
This blog is provided by Windward Private Wealth Management Inc. (“Windward” or the “Firm”) for informational purposes only. Investing involves the risk of loss and investors should be prepared to bear potential losses. No portion of this blog is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. Certain information contained in the individual blog posts will be derived from sources that Windward believes to be reliable; however, the Firm does not guarantee the accuracy or timeliness of such information and assumes no liability for any resulting damages.
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