Think about the last time you set a challenging goal for yourself. Maybe your goal was getting to a certain weight. Maybe it was acquiring a higher paying job. Whatever your goal was, there’s a good chance you set your goals at the start of a new year. So here we are again, with 2018 around the corner.
When was the last time you reevaluated your personal financial goals? Did you set initial goals when you were in your 20’s and haven’t looked back since?
I am pro-dream. There, I said it.
I've noticed that there is a sense of urgency as you get older, time speeds up, the questions of a good life lived haunt and nag. For some, that 'as you get older' point is approaching 60, for others it's turning 30, but at whatever the age the questions start, you might want to give them some attention.
Adam Shepard was a 30 year old with more than a mild case of wanderlust - he wanted to fully live every single moment, not to miss a single opportunity presented to him, to really experience life in every way possible. So he sold everything, took off for a year and then wrote a book about his experiences called 'One Year Lived'. But before he did any of that - he carefully developed a plan on how to accomplish his dream. Adam is not a Spiritus client, but someone who sets goals and achieves them, he’s a follower of his dreams, a thoughtful and careful life-planner, a risk-taker and an incredibly enthusiastic and over all friendly guy. And his book is not just interesting in terms of experiencing other cultures and countries through his eyes, but he’s crazy funny in his descriptions and in the situations he gets himself into.
This is a guest post from one of my dear clients Stacie, who I wrote about in an earlier blogpost about her budding journey toward living her own dream.
Giving your power away when it comes to your money is an age old affliction that affects both men and women, the rich as well as the poor, the famous and the non-famous, the young as well as the old.
When it comes to professional investment or financial planning advice, clients want to work with someone who is both competent and committed to serving their best interests, someone that honors and values integrity as a core belief. In short, they want someone they can trust. They want a fiduciary.
Maybe you’ve just received an inheritance, or you’ve decided to get your financial house in order by developing a comprehensive financial plan, or you’re preparing for retirement and you’re seeking the guidance of financial planner. Whatever the reason for contacting me, I often get asked the same questions:
When was the last time you talked, and I mean really opened up and spent some quality time, with your significant other about your dreams and aspirations for the eventual next phase of your life - retirement or early semi-retirement?
