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"FUN"ancial Planning

"FUN"ancial Planning

March 12, 2024


If you struggle with enjoying the process of managing your finances, then here are some ways to help make financial planning more enjoyable.

Shift Your Mindset

Our mindset really matters when we think about money and finances. Things like budgeting, paying bills, and filing taxes can feel like drudgery and produce anxiety. The way we interpret our financial circumstances can either improve our experience or diminish it.  Reframing our thoughts from “I HAVE TO” do this vs “I GET TO” do this can help you feel more gratitude. Because we have some wealth, we have the privilege of managing it. Through this habit we will perceive abundance and opportunity instead of scarcity or burden.

Set Exciting Goals

Start by setting specific and inspiring financial goals that excite you. Allow yourself to dream big and envision the life you want to achieve or the legacy you want to leave through sound financial planning. Whether it's retiring early, starting your own business, traveling the world, or giving to something you care about, having ambitious dreams can fuel your motivation to plan and save. Set 90-day, 1-year, 3-year, and long-term goals.

Use Visual Tools

Visualize your progress towards your financial goals using charts, graphs, or vision boards. Seeing your achievements visually can make financial planning more tangible and enjoyable.

Gamify Your Finances

Turn financial planning into a game by setting challenges, rewards, and milestones along the way. For example, you could challenge yourself to reduce discretionary spending for a month and reward yourself if you succeed.

Learn Together

Explore financial topics and concepts with friends, family, or a partner by attending workshops, seminars, or online courses together. Learning about personal finance as a group can make it more engaging and interactive.

Meet with Our Advisors

One of our core values is to make financial planning fun. Helping you reach your goals, planning for your dream vacations, or legacy planning for kids and grandkids are some of the things we love about what we do. If you are curious about our process, click here to learn more.

“It is not how much we have, but how much we enjoy, that makes happiness.”

 - Charles Spurgeon