For some people, time is their friend. Yet others, time is their enemy. Doesn’t everyone have the same time? We all have 24 hours with 60 minutes in each of those hours, yet some people get a lot done and some a little.
For me, financial planning makes total sense for time management!
- You worry less; which means you have more time to enjoy your life.
- You are more organized; which means you have more time to enjoy grandkids, fishing, or your favorite pastime.
Financial planning allows you to maximize your time for the things that are most meaningful in your life.
You may ask, “How does good financial planning help me have more time?” Well, first you have to get organized.
Have you ever organized the tools in your shop so if you needed something you could walk right to it? Think about how much time that saves compared to searching for every tool you need for 20 to 30 minutes. Or your kitchen? If your kitchen is organized and you know where everything is, isn’t it a joy to cook? It becomes more fun and more efficient. You spend more time doing what you love and less time frustrated wishing you knew where the cheese grater is!
Financial planning is the same way. Yes, it requires work to get organized and have everything where it’s accessible, but oh the joy when you are finally organized. Meetings last minutes rather than hours. Decisions can be well thought out and accomplished rather than dreadful and procrastinated. Imagine how much time you will save in the following circumstances when your financial plan is orderly and easily accessible: attorney meetings, tax planning meetings, annual strategy meetings, impromptu meetings with you financial advisor. Organization means decisions that once required hours of frustrating discussion can now be made in 15 minutes.
So, if you ever wonder why we are so persistent about being organized, it is because we care about our clients. We want our clients to spend more time doing what they love to do and spend less time worrying!