Category Archives: Vision and Goals

March Motivation – Perfection: The Enemy of Success

It’s that time of year again.  The time of year when the after holiday rush at the gym peters out.  The time of the year when the best laid plans in January get crowded out by all the urgent, important … Continue reading

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Overcoming Unreasonable Financial Expectations

Do you find that some days it just feels like everyone is richer than you?  Read this, and feel better about your financial life. This morning I got a text from my sister that reminded me that being a financial … Continue reading

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Resolution Check-Up

All right!  We’re a month in to the new year, and now’s a great time to check up on your goals! Take stock – are thing going according to plan?  Probably not.  So, what are you going to do about … Continue reading

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Pathological Individualism and Achieving Your Goals

Wishcraft is my number-one, favorite book on self-improvement.  It’s also available for download from this link.  I think I’m going to pull some selected quotes from Barbara Sher’s book throughout January in celebration of New Year’s resolutions. “If this book … Continue reading

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Why Wait?

It’s resolutions season again, and I hope you have a few goals for this year.  (I do!) It’s customary to start New Year’s Resolutions on the first of January, but I encourage you to start immediately.  Why wait?  I’ve been … Continue reading

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Fumbling Your Career Before You Even Start

I’ve found a gaping hole in career advising that happens at career advising offices at universities, and hobbles students careers before they get them started. First, let’s take a look at your typical university career center’s menu of services: Resume … Continue reading

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Don’t Drift From Your Vision

Fundamentally, financial planning is about actualizing your vision through achieving your goals.  How serious are you about getting what you want?  What are you willing to sacrifice to get there? How weird are you willing to be? Take a moment … Continue reading

Posted in Financial Planning, Vision and Goals

Pragmatic Goal Setting

Being a financial planner exposes me to some ideas over and over again.  One of those is Maslow’s Hierarchy of Needs, another is that one should set SMART goals.  Haven’t heard of SMART goals?  Here, try this acrostic on for … Continue reading

Posted in Financial Planning, Vision and Goals