Where Are You Going? Your Financial Journey.

In a year where everything feels out of sync and in many ways out of control, there is no better time to celebrate and recognize October as National Financial Planning month.  At some point during 2020, you have likely looked ahead to the future with anticipation and hope of what may lie on the other side of this pandemic.  Perhaps more so than anything else, our dreams and goals require us to submit to time and teach us patience.  The most important personal goals I have set for myself are monitored (and completed) in years, not days or weeks.  In a culture of instant gratification and hourly news cycles, it can be difficult to maintain this long-term focus for our most important goals.  For those willing to engage in the process however, financial planning can help bring immense perspective in a year where everything else feels out of sorts. 

Financial planning plays a critical role for your future and is more about the process than the event. 

"If you don't know where you are going, any road will take you there." - Cheshire Cat, Alice in Wonderland

One of the primary goals of the financial planning process is to simply determine “where are you going?”  As a financial advisor, I often find myself helping clients imagine and define what their goals are.  Almost everyone has some vague financial goal, but many “goals” sound more akin to empty wishes.  “I just want to retire someday” is a common refrain or “I don’t want to have to worry about money.”  These statements speak to deeper longings within and need both clarity and definition to become a reality.

The second critical component to financial planning is making sure you are on the right road.  This speaks to the notion that planning is an ongoing process, not a one-time discussion.  Once you have defined your goals and know where you are going, a course can be set to follow them.  For most of us however, events happen in our lives that cause our goals to shift.  The birth of a child, the loss of a loved one or a favorite vacation spot that becomes a retirement dream can all affect our goals over time.  These events should be celebrated and incorporated into your plans; not viewed as some obstacle to prior goals written in stone.  In short, life changes and so will your goals – the financial planning process can account for that.  Of critical importance is making sure you stay on the right path, which a qualified and experienced financial planner can help you with.

If you don’t know where to begin or haven’t dusted off your financial goals in a while, join us in celebration of National Financial Planning month and reach out to a Fiduciary Investment Advisor today!  We would be honored to help you get where you are going.

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