My mother always tells me, “What you pay attention to happens.” If you truly want to live the life of your choosing, you must live your life with intention. “Intention + action = results.” This is applicable to everything in life, including relationships, finances, career, health, etc. At McGee Wealth Management, we help you achieve a richer life experience by taking a holistic approach to life and financial planning.
To Begin with the End in Mind, you must first visualize your ideal outcome and align your efforts with a direct path to success. Write down your objective in clear straightforward language as if you have already achieved your desired outcome. These can be “I am” statements. You then start by creating a roadmap beginning with where you are today and ending where you want to be at a specific time in the future. Once your mission is set; break down each action you’ll need to take in reverse order.
If you have too large a goal, break it down into smaller achievable goals. Don’t forget to celebrate your successes along the way. Consider how we train puppies by rewarding each small change in behavior until we get the desired result. We first teach them to sit, then to stay and to lie down, and finally to rollover. Eventually, you can just say, “Rollover!” and skip those first steps. As humans, we sometimes forget that there is also a series of skills or behaviors necessary for us to practice before we achieve our desired objective. First things first!
But remember . . . it’s not wise to set too many goals at once. There is magic in the number three. Try setting three goals or three actions at a time. When one is checked off the list you can add another, but no more than three. The number three represents completion. Some people set goals that they can easily attain. That isn’t a bad way to go in the beginning, you should also try to set “stretch goals” for yourself. This doesn’t mean a huge outlandish goal that you couldn’t even visualize achieving, but rather a goal that will stretch you out of your comfort zone and requires a little more effort to attain.
The simple act of writing down your goals can increase your success by over 42%1! Thinking about your goals helps ingrain them in the right hemisphere of your brain; but writing them down creates necessary synapses in your “left brain” as well. Reviewing your goals and measuring your progress on a regular basis helps you stay on track and to pay attention. Don’t just measure how far you still have to go; measure and celebrate how far you have come!
Our approach to financial planning is one that provides a clear vision and a path to helping you achieve your short and long-term goals. Our process provides education and guidance to simplify complex issues, ease decision-making, and inspire confidence in the actions you take. We are there to help you prepare, be proactive, and to perform. In other words, we begin with the end in mind.
Any opinions are those of D. Linette Dobbins, CFP® and not necessarily those of Raymond James. Investing involves risk and you may incur a profit or loss regardless of strategy selected.
1Source: Huffington Post
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification markers CFP®, CERTIFIED FINANCIAL PLANNER(TM), CFP® (with plaque design), and CFP® (with flame design) in the U.S., which authorizes use of by individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through McGee Wealth Management, Inc. McGee Wealth Management, Inc. is not a registered broker/dealer, and is independent of Raymond James Financial Services.
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