Start 2021 with a fresh new outlook on your Financial Life.
Unfortunately for some Covid 19 has changed the way we live & look at our lives. It has impacted the way we do business, communicate with people and perhaps impacted our cash-flow. The good news is, all things in life change, it is inevitable whether we like it or not. Also, we have the ability to make choices. So, from my perspective we are never truly stuck, even though it may feel that way. Think about how many times you have had to adjust and course correct in your life. Your views, values and interest can change at a drop of a hat. So can that of your clients. Now is a perfect time to reflect, look back and note the lessons and celebrate your successes in 2020. You can also decide to let go of what doesn’t bring you joy and really dial into what does. Your choice. One of the many lessons I’ve learned this year is that life can be threatened at a moments notice such as experiencing my husband’s heart attack this summer, boy was that a surprise. It taught me that no matter what happens you can manage and handle any situation as we are resilient. It also taught me that you must not take advantage of the house you reside in. Managing stress, nourishment of mind, body and soul should be first priority. I am also was so very grateful I made sure he had Critical Illness insurance which paid out and made our financial lives comfortable while he was recovering. Now it is your turn. Below I have 5 steps plus a bonus step, you can follow to look at your personal life and business life. You can also access the mini course I have which takes you deeper into the process as my gift to you. Sign up at Revive My Financial Plan where you will be guided each step of the way. Looking after what matters most to you and your financial life is a form of self care in my books. Working with an accredited Financial Planner and Coach can be very helpful in assisting you move the needle towards achieving your biggest goals and creating a joy filled successful life that you can enjoy with vitality and health. Check out the steps below. Have a very Merry Christmas and I wish you much Love, Joy and Success in 2021.
Bonus - Review/Adjust your plan Quarterly and Celebrate your Accomplishments. Once this is all done, I recommend you review your plan at quarterly, I contact my clients 4 times per year. Life happens and it can very well change your plan. Be flexible and open. Enjoy life at each moment (mindfulness) and CELEBRATE your accomplishments fully before moving on to the next task or project. Remember - Be Prepared, have a Plan and Focus on what you want to achieve rather than focusing on the negative & flying by the seat of your pants. Contact me for a complimentary 30 minute call where you we will get you started on your path to living a financially fulfilled 2021. Book Now Register for my Free 2021 Get Started Course at Revive Your Financial Plan 2021
0 Comments
|
Barb WallickWriting has never been easy for me, for years I have been a numbers girl, Financial Planner afraid to really speak my truth. No longer shall I hold my truth back. 33 Years of working in the Financial Industry and Coaching has given me unique experiences and insights. So share I will.... Archives
December 2020
Categories |