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[Video] It’s Not About The Checklist

by Financial Design Studio, Inc. / May 28, 2018

[Video] It’s Not About The Checklist

MICHELLE SMALENBERGER, CFP®

As much as it’s about the checklist, it’s really NOT about the checklist.  We’re really talking about moments with money rather than just checking boxes.

Here’s a checklist people commonly have of items they have to complete with their finances:

  • Save
  • Invest what I’m saving
  • Set a Plan
  • Set some Goals
  • Understand what I’m doing with my financial choices

If you’ve checked all the boxes above you may be thinking you’ve got the checklist completed and so you are set.  But what about the following list?

Moments and HOW you’re getting your checklist completed:

  • Sharing Values
  • Teaching Work Ethic
  • Legacy
  • Teaching About Money
  • Giving Freely

So let’s assume that getting your checklist completed is 50% of your financial goal and the other 50% is how you get your checklist done and the moments you are creating with money.

 

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Financial Design Studio, Inc.

We are financial advisors in Deer Park and Barrington, IL. A team with a passion for helping others design a path to financial success — whatever success means for you. Each of our unique insights fit together to create broad expertise, complete roadmaps, and creative solutions. We have seen the power of having a financial plan, and adjusting that plan to life. The result? Freedom from worrying about the future so you can enjoy today.