Tag Archive for: Goals

The relationship between your financial health and physical health are interwoven and very similar.

With both, if you feel scarcity, the more time spent ruminating about it.  When your health fails, it can be all consuming.  Having trouble financially, the mental energy committed to it can be draining.

Choices you make today have a huge impact on your future self.  Did you push yourself physically to maintain a strong foundation? Did you save enough for your future self’s independence?

Chasing the fad of the day can spell disaster. Are you trying to get fit with a 2 week detox program only to find yourself right back where you left off? Are you seduced by the financial media into thinking there are shortcuts and can’t miss investments?

You may be able to splurge once in a while, but bad habits can be your downfall.

Life’s vices feel good in the moment but can be devastating for both your health and finances.  We usually know what we should do, but that doesn’t always make it so.  Of course we know a balanced diet and exercise with plenty of sleep is what we should do. Of course we know we should save for the future, insure against life’s perils, and take a long term view.

Working with a professional can greatly improve your long term results.  A trainer can keep you motivated, safe, and provide an expert plan to reach your goals.  A Financial Planner can keep you from making costly mistakes, provide discipline in trying times, and help you realize your dreams.

Many people can get by without either, but your chance and speed of success are usually much higher with than without. There is an expense to both, but both are investments in yourself.

As in financial and physical health, an ounce of prevention is worth a pound of cure. Have you had your check up?

On a recent Sunday afternoon, five employees of Lighthouse Financial Advisors competed in the popular endurance event Tough Mudder consisting of over 20 obstacles on a hilly 10-mile course outside Allentown, Pennsylvania.   The competition encourages teamwork and camaraderie among participants while testing your physical and mental strength.

In March, an ambitious goal was set to find a competition to test the grit, strength and character of those willing to challenge themselves and get really muddy!  We signed up for the event and immediately started training.  After lots of early morning wake-ups and running hills, we were prepared for everything the course had to offer (except for the electroshock obstacles!).

 

As advisors, we often focus on financial goals and taking the necessary steps to make these goals come true.  However, we feel it is just as important to focus on professional and personal goals to live a balanced, healthy, happy life.  Goal setting is the cornerstone to sound financial planning because “if you don’t know where you are going, any road will take you there!”  Think BIG and set a fitness goal for the Summer.

Congratulations to Robert, Frankie, Brennan, Sarah and Sean for competing and Frank for providing encouragement and taking pictures at the event!

The New Year is a great time to reflect on what has happened over the past year. It’s also a great time to sketch a draft map for the years ahead. Like any journey, the past year and the years ahead will have plenty of twists and turns. With your own “UNIQUE” map, you can easily make course corrections and enjoy the journey as much as the destination.

As I reflect on the past year, the one thing that keeps popping into my head is how can we help you create your own unique map, and what an empowering tool it could be. There are plenty of APPS available to create a vision right on your phone. The one that resonated with me, which I started using last year, is https://workflowy.com/ It’s a personal TO DO LIST called “Organize your Brain”. I use it for keeping track of my goals “destination” and values that are important to me. It’s really easy to use and a lot of fun to cross items off as you accomplish them. The items you cross off stay in your history, so you can review your accomplishments whenever you like. This year I have added a few items to my workflowy to help me enjoy the journey.

1.       Express gratitude

2.       Be happy

3.       Live in the now

4.       Take care of my body, soul and mind

5.       Help others

Give it try and let me know what you think.

I want to personally express my gratitude to each of you for all the wisdom you are so willing to share with me every day.

And please let me/us know what we can do to help you build your own unique map. If you ever have any questions or concerns, please don’t hesitate to contact me.

Wishing you the best year ever!