Uncover the Skeletons of Your Financial Health to Build a Resilient Future
Welcome to the Assessment phase, my friend.
We’re about to dive deeper into a game-changing process that will leave you empowered and ready to conquer your financial goals.
You’ve faced the harsh realities of your finances and gained some much-needed clarity in the Current State step.
But this is where the rubber meets the road.
And you need to brace yourself for the challenges that lie ahead.
Because the Assessment phase of our Pathway to Financial Peace of Mind demands that you have the courage for fearless self-examination.
So, what does it really look like to pull back the curtains and take an honest Financial X-Ray?
In over thirty five plus years helping busy professionals secure their family’s financial future, I can tell you that it boils down to accepting a harsh truth.
You’ve been so busy building a life, that somewhere along the way, you bailed on your vision.
That may sting, but I care enough to tell you. And I’m not pointing fingers.
I’m just stating the facts as I’ve come to understand them.
Your VALUES & VISION are the glue that binds your plans and your desired outcomes, making them work in harmony together over the long term.
The clearer your values and vision, the stronger the glue.
Listen, I get it.
The struggle is real, my friend.
One minute, you’re prioritizing that dream vacation, and the next, you’re pondering the importance of saving for retirement. It’s enough to make your head spin!
Sometimes, a lack of motivation can creep in and it can be tough trying to find the fire within when the daily grind feels never-ending.
This is EXACTLY why it’s so critical that you don’t ever underestimate the power of reassessing your values and developing a more clear, compelling vision for your financial future.
Because otherwise, you end up setting goals for the sake of ‘goal setting’.
As opposed to setting crystal-clear, specific goals that truly align with your values and vision.
Now, I won’t pretend to have a magic wand to make these challenges disappear.
But what I can offer you are proven strategies, battle-tested techniques, and unwavering support to help you conquer the struggles of Assessment.
Step 2: Assessment – Fearless Self-Evaluation of Your Vision & Values
Let’s talk about why Building Your Foundation is a game-changer on the Pathway to Financial Peace of Mind.
A rock-solid foundation sets the stage for sustainable financial growth and success. It ensures that every decision and action you take aligns with your values, vision, and goals.
By knowing your Current State and nailing the Assessment, you’re empowering yourself to make informed choices that lead to long-lasting financial security and peace of mind.
Assessment is all about identifying crystal-clear, specific goals that align with your values and vision.
You might face some struggles along the way, like:
- Juggling short-term and long-term goals
- Dealing with conflicting values and priorities
- Lacking motivation or inspiration
And I’m sure you’ve got some burning questions in your head too, like:
- How do I define razor-sharp goals that align with my values and vision?
- What strategies can I use to prioritize my goals and ensure they’re realistic and achievable?
- How can I strike a balance between short-term needs and long-term goals without losing sight of my desired outcomes?
Three Must-Do Actions for Assessment
To tackle these challenges head-on, let’s dive into three non-negotiable actions for the Assessment step:
Step 1. Reflect on your values and vision: Take a moment to pause and reflect on your core values and financial aspirations. This introspection will help you pinpoint what truly matters to you, allowing you to set financial goals that align with your values.
Step 2. Set clear and specific goals: Now that you have a better understanding of your values and vision, it’s time to create a list of financial goals that are clear and specific. Say goodbye to wishy-washy goals like “save more money” and focus on tangible objectives like “save $10,000 for an emergency fund” or “pay off $50,000 in student loan debt within five years.”
Step 3. Prioritize your goals: Once you’ve listed your clear and specific goals, it’s crucial to prioritize them based on your values and urgency. This will help you allocate your resources and time effectively, ensuring that you make progress towards what truly matters to you.
By completing the Assessment step, you’ll begin to develop a crystal-clear set of goals that perfectly align with your values and vision.
Your Next Steps
Now that you understand more about the importance of Assessment in Building Your Foundation on the Pathway to Financial Peace of Mind, it’s time to take action.
Don’t let financial planning intimidate you—I’ve got your back.
With the right tools, strategies, and support, you’ll soon be well on your way to achieving the financial goals you’ve always dreamed of.
So, take the first step today and embrace the power of Assessment. It’s the financial x-ray your future self will thank you for.
Your Financial Ally,
Jonathan Peters
Senior Financial Advisor
