With an enormous check, of course, and 50 balloons!

I know I’m dating myself here.  Growing up, I would spend extensive amounts of time plotting how to make this happen.  Someone told me I had to buy more magazine subscriptions.  But which ones?  Did it matter?  I likely saw those infamous commercials of him surprising lucky individuals in between episodes of Family Feud and The Price is Right.

Life was so simple then.  What did I think I was going to do with all of that money?  Why, at such a young age, did that have such appeal?

Your feelings around money

Your feelings around money all depend on how you grew up and what conversations, or lack thereof, you had with your parents.  How have those feelings evolved?  How do you feel about the money that you make?  Is your spending aligned with your values?  Are you saving enough?  How do you quantify “enough?”  Do you have insurance and an estate plan?  Are you charitable?

How to measure progress

Let’s be honest: you are the expert of your own life.  My role is to be the finance project manager.  I hold you accountable, and I expect you to participate and be engaged.  I measure progress almost akin to the mile markers in a marathon.  Why think of the finish line, long before it’s within sight?  What variables might change before you approach your goal?

Life is far from linear.  A well thought out plan adapts to change.

Whether it’s Ed McMahon, your spouse, or your current financial advisor, I hope you have someone that guides you and empowers you to own your financial path.  You can always schedule time to chat here.