Here’s one more golden nugget of advice for this month.

“Write it down, make it happen.”

Actually, that’s the title of an excellent book by Henriette Anne Klauser. Write It Down, Make It Happen: Knowing What You Want—And Getting It!

The most successful people in the world have a habit of writing down their goals and reviewing them on a daily and weekly basis.

Part of developing a well-rounded financial strategy involves knowing what you want, why it’s important to you, and how you see yourself achieving those desires during your life.

It’s important to develop a clear picture of how you want to live your life—not just for 2020 but beyond. What do you want to achieve by the end of this year?

Zig Ziglar has a famous tool called “The Wheel of Life.” It’s a circle with seven “pie slices” for each category: Family, Financial, Mental, Physical, Social, Spiritual, and Career.

When you create goals for each one, it helps you live a balanced life.

We at Matson & Cuprill know that not everything is about finances. But having your finances in order can make the rest of your life a little easier. Financial stress can definitely affect your health, your relationships, and your sense of well-being.

Isn’t it time for a chat? If it’s been awhile since you’ve spoken with us or you haven’t scheduled an initial meeting, there’s no better time to do it than today. Let’s make sure 2020 gives you everything you want and more. Call us at 513-563-PLAN (7526) or book online and we’ll find the perfect time to meet and discuss your financial portfolio. Let’s make great things happen this year!

Regards,
Dan Cuprill, CFP®