Most people that know me, know that one of my main passions in life is running.
When I first started running and training for races, I didn’t have much of a plan. I did research online, read many helpful books and magazine articles, I sought input from other runners, the staff at my gym & the wise employees at the running shoe store.
Over time, I began to realize that while I was achieving good things and even exceeding some of my goals, I was not able to be consistent with my results. I recognized I was falling short of what I could accomplish and that if I wanted to really work to achieve several goals & milestones that were important to me, professional guidance individualized to me was needed.
I now have a running coach who formulates weekly plans tailored to my goals & the competing demands on my time, as well as a physical therapist who helps me safely work through any injuries.
And it is working.
I very strongly believe that running and financial planning have much in common.
When most people first come to see me, they typically have never had any formalized planning. They're not necessarily doing a terrible job of making the most of their assets, but they are often falling far short of what they could be accomplishing. Many times they have accounts spread all over, and little or nothing in the way of a unified, coherent plan for their various accounts and how they relate to their goals.
It is one thing to have a plan for an upcoming financial goal or an upcoming race when running, but what about ongoing guidance and support? What about a plan for your next goal?
Want some planning? Don’t know where to start? Reach out to me and I’ll be happy to help.