When you feel stuck do this…

When you feel stuck do this…

Today I have a little something different. I just finished up a strategy session with multiple white boards.

Gotta love those white boards.

We are working on producing some content that can impact lives. ??

As a financial advisor, one of the main reasons people came to see me was to find out if they were doing the right thing

They just needed an affirmation/confirmation that the steps they were taking to achieve their financial goals were the right steps. ???♂?

Sometimes it is hard to work through all the information out there and find what works to get you to the next step.

The simple question you can ask is ‘what is stressing you out the most’ when it comes to money/finances. ??

Once you identify your financial stress, you can determine your ‘right’ next choice.

Stop stressing over what can happen because you will get lost in all the options. ??

Identify your next money move, accomplish that goal, cross it off your list, then move on to the next thing.

What is that ‘next step’ for you? 

What is stressing you out. Figure it out. Write it down and take action. ??

Be sure to watch the video here!

Share with us what you are going to focus on and cross off your list.

#financialgoals #nextstep

David Waldrop, CFP?

Certified Financial Planner? ? Fiduciary Advisor ? Fee-Only

5 年

In 2020, I will move forward with focus and intention and STOP being distracted by shiny objects. Wait... what's that over there.......

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