Life is a roller coaster that we don’t want to get off. Do you ever notice that when one aspect of life starts treating you well, another area deals you a new blow? It can feel like an endless cycle of ups and downs. Most of the time we brush it off as a fact of life, but I see things a bit differently.
Focus on the right things. As a Certified Financial Planner™, I am experienced at helping clients prepare for all of their financial needs. However, as a thinking and feeling human being, I know there is more to life than money and all those other areas of life can impact you financially. That is why I have conversations with my clients about everything that is going on in their lives. Are they struggling emotionally? Are they feeling physically well? Do they spend quality time with friends and family? I have seen time and time again how deficits in other areas of life leads to impulsive or reactive financial decision-making.
Does balance really exist?? YES!! To promote balance and wellness in life, I suggest everyone consider how they fare in these areas: Spiritually, Physically, Socially, Emotionally, Intellectually, and of course Financially. To aid in this reflection, visit Me Next Year and click on the Instant Download. You will receive a document that will guide you through each of these areas that you can rate on a scale of 0% satisfied to 100% satisfied. The guide is set up in the shape of a wheel and once you have filled in each area, ask yourself how well your wheel would roll. This is a great visual way to assess what areas of your life need the most attention. By finding balance in each of these areas, you can stop the cycle of ups and downs.
Find your support system. This guide is only as good as the plan you create from it. Use this activity as a starting point, but take it further. Identify who in your life can support you in each of these areas so that you can achieve the often elusive feelings of balance and contentment. As always, I am here to fulfill the financial support in your life. Book an appointment to learn more about how a heart-centered financial planner like myself can help bring more balance to your life.