It’s Time for Audit!

Hello April! Happy Spring (despite the pollen). April is Financial Literacy Month. And what better reminder than this: it’s time for an audit. No, not for taxes, but a personal all systems audit. Of your financial wellbeing, your health, your career and all other things you hold dear.

At the start of the year, many of us set out goals and objectives for 2021. Some of us made vision boards and went all in on planning outcomes for 2021. We are already one quarter of the way through the year and it’s a perfect time to ask yourself how you are doing? Where are you on your journey? What had you hoped to accomplish? Did you do it? Did you celebrate? What got missed and what’s next?

The questions I will suggest here are some of the go-tos and we will tackle more of those questions in our upcoming discussions on Input to Action and Blazin’ Your Path. The questions I would offer for your consideration are:

  1. How is your financial positioning serving your life and your purpose(s)?
  2. How is your financial positioning facilitating your defined legacy?
  3. If you took an overarching look at your financial activity, does it tie to your values?
  4. Are you happy with where you are and where you are headed?

If you are pleased with what you are doing, then you might think about what is needed to ensure you continue on your path. If you see the opportunity for improvement, consider what would help you. A Financial Advisor is a great option. Too often, we shy away because we think we haven’t saved enough or know enough and that false idea keeps us from reaching out for help. Remember with any hired expert, they are there to support you for your decisions. If they make you feel less than in any way, find another one. There are lots of good ones but not everyone is for everybody. Get clear about what you need and get support.

Dr. Lisa

Our theme song is “If I Had a Million Dollars” by the Barenaked Ladies


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