STEWARDSHIP CENTS NEWSLETTER
How Big Are Your Dreams?
Recently, I was chatting with a CPA about helping clients reach their goals. He shared that he often sees people that need to be pushed to not just dream, but to dream bigger. I completely agree. So, why do so many of us fail to dream? I think it is because many of us lack clear goals and a planned direction on how to move forward. Too often we settle for where we find ourselves or don’t realize the potential ahead of us. We need to dream big!
Last month I asked all of us to consider three simple questions:
1. What do I value?
2. What is most important to me?
3. How does this change my life and goals?
Thank you for the feedback I received from many of you; I am glad these questions were thought provoking. Answering these questions helps determine what is most important to you. This is critical because what is important to you is the starting point to setting your goals.
The next common problem is what I opened this discussion with… how big do you dream? Often I find when people have done the work and identified important goals, they still hit a wall in their progress to achieve them.
1. Some people need to dream bigger.
2. Some people need to be realistic (this is more rare).
3. Some people have dreamed BIG- but have no idea how to accomplish their goals.
All of these situations require discussion, for us to be either “pushed forward” to go bigger in our dreams or “pulled back” to start at more realistic goal levels. So how do you accomplish the dreams you have? Do you randomly pick steps, do you pick the easiest or most likely result you know you can achieve or do you set a goal that will stretch you?
Planning Gives You Direction
Significant dialogue with yourself and your spouse is required to move ahead with success. Who is helping you set goals, encouraging you to dream and providing a plan of direction?
Here is where a professional, holistic financial advisor can guide you thru the stages: discovery of what you truly value, setting realistic goals, dreaming of the potential and then developing a comprehensive plan to work towards achieving your dreams.
To Your Financial Goals and Dreams,
Luke Fields, CFP®
Any opinions are those of Luke Fields and not necessarily those of RJFS or Raymond James. Expressions of opinion are as of this date and are subject to change without notice.
This material is being provided for information purposes only and is not a complete description, nor is it a recommendation.