Beyond Resolutions: Crafting a Financially and Personally Fulfilling Year

January 4, 2024

by Maryann Keith, CFP®, CIMA®, CDFA®

Happy New Year! I’ve been practicing yoga for over 15 years and often attend New Year’s themed practices or workshops in January. I always enjoy this time to reflect, but sometimes feel overwhelmed by what is involved with planning for the future and looking ahead. I’ve observed the process of New Year’s resolutions evolving into a variety of strategies such as intentions, micro goals, personal mission statements, SMART goals and more. Despite all these strategies, many of us feel intimidated by the sheer amount of work ahead and oftentimes set ourselves up for failure. It doesn’t have to be that way.

The New Year is a great time to prioritize what’s important to you and how to achieve your goals in a way that works for you. January is a great time to meet with your financial advisor to set the tone for the year and help pave a path to success. Believe it or not, your financial advisor wants to know about your personal goals! Dreams like writing a book, going back to school, spending more time with the kids, or starting a charitable organization are 100% relevant to your financial planning. The more I know about a client’s personal goals, the better advice I can give to help my client reach their goals.

Starting a comprehensive financial plan or reviewing an existing one can seem daunting this time of year. Remember that it’s YOUR plan and your financial professional will help you prioritize and implement solutions in a way that fits your lifestyle. Some of the most successful plans are ones that are created when we give ourselves grace and are realistic about the volume of items we take on and the timeline for completion. The good news is that you don’t have to do it alone.  Learn more about our financial planning services here. Reach out to get started today, the Beden Wealth Management team is at your service and ready to help.


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