Finding #FinancialWellness

If you are feeling like you’re barely treading water, this message is for you.

As you wrap up another day, crossing off items on your to-do list, how much progress have you really made? Think about each item on your list. Was the activity well thought out, delivered at the best time, with a clear purpose of moving to the next step of the plan?

Invariably we often find ourselves making calls, replying to emails and attending meetings without being fully prepared or present. Unfortunately this means that we are not being our best and we are not making the kind of impact we are capable of making. In a sense, we are cheating ourselves out of enjoying deep satisfaction in our work and short-changing ours peers andĀ friends in experiencing our full potential.

This same behavior translates into the way we manage our finances. We do the activities required to stay on top of our obligations, checking off items on our to-do list. On the surface, things look decent, but we really don’t know how we’re doing or whether we’re making any progress at all.

Consider blocking off 30 minutes each week to schedule deep thinking time specifically focused on how you manage your finances. Start with one area of your management process. Break down this one area into the smallest increments possible. Write down each piece and identify aspects that could be merged, improved or even eliminated.

In your next session, start researching the aspects you’ve identified. Once you have two or three alternatives or improvements, prioritize them and create a plan of action to begin implementing your changes. The goal of this exercise is to establish intentional processes that will guide your activities and clarify the purpose of your actions.

I work closely with individuals and group to improve their financial wellness. You are invited to follow me on twitter @dmorrisandco . If you want more information, please add a comment.

Helping people find their #financialwellness one day at a time.