Musings and Amusings

It amazes me that so many Kiwis are reluctant to write financial plans – only around 30% of us do so. Perhaps my profession needs to take a more creative approach. Consider the following as a base for your plan:

Write a mission statement for your life. What are you dedicated to? What can people count on from you? Leave this exercise for a day or two, then re-read it. Did you learn something about your goals and dreams? Can you incorporate what you have learned about who you are, and where you want to go, into an action plan that begins today? Keep the notes you make in response to this exercise – they will be a great source for you to refer to when you come to write your financial plan. Your goals will already be established.

Imagine your future – think about your goals, dream about your goals. The philosopher Henry David Thoreau writes in Walden, “If you built castles in the air, your work need not be lost; that is where they should be. Now put the foundations under them.”