Tag: goals

What Are You Excited About?

Block Women is posed slightly above the ground with white inverted curves behind her, indicating jumping. There are also exclamation marks above Block Woman's head, symbolizing excitement.

In my business, the whole team (the whole three of us) gather in December for an annual offsite, a full day dedicated to looking back on the year that’s about to end and forward to the year that is about to begin. A full day also dedicated to lattés, laminated bakery goods, and a delicious lunch with a view of Bellingham Bay. ‘Tis VERY IMPORTANT that such matters be attended to.

Overwhelmed by Your Financial To-Do List? There’s Hope (And a Few Practical Solutions).

Block Woman looks at a white paper with a handwritten list of to-do items.

Are you at peace with your financial to-do list? Or are you a human being?

financial goals goals life planning mindset money management to do list

You Don’t Have Big Goals Right Now. That’s Okay! Keep Checking Back with Yourself.

Block Woman is lying on a fluffy white bed of cotton looking at question mark in the upper right corner. The background is sky blue.

I’ve got simple tastes.
I’m pretty happy with my life the way it’s going.
I can’t think of anything I’d change.

financial goals goals life planning Life values mindset

Don’t hang out with billionaires. (Video)

The people we surround ourselves with have such a profound influence on how we live our lives, and how we feel as we do it.

If you’re hanging out with people with waaaay more money than you have, it’s gonna be hard to find contentment with what you do have, even if it’s objectively quite a lot!

Do you want to use your wealth to live your own values, to create our own ideal life? Reach out and schedule a free consultation or send us an email.

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Disclaimer: This article is provided for educational, general information, and illustration purposes only. Nothing contained in the material constitutes tax advice, a recommendation for purchase or sale of any security, or investment advisory services. We encourage you to consult a financial planner, accountant, and/or legal counsel for advice specific to your situation. Reproduction of this material is prohibited without written permission from Flow Financial Planning, LLC, and all rights are reserved. Read the full Disclaimer.

goals investing money mindset saving

What I—and Hopefully You—Can Learn from My 85-Year-Old Aunt.

She and her dog stopped along the trail through the chaparral. She bent over and took something out of her cargo pants pocket. “Is that a pedometer?” “Yes,” she responded. “I try to walk three miles a day, between these walks and walking around the house.”

goals intentions life lessons life planning musings resolutions

It’s 20 (40) years until I retire! How do I save and invest for the between-now-and-then? (Video)

We’re pretty good at saving for the long term (retirement). We have our 401(k)s and IRAs. We’re pretty good at saving for now. We have cash in our bank accounts. But what do we do for the *decades* between now and retirement? How do we save and invest for that?

goals investing saving

Do You Want to Radically Change Your Life, and You’re a Bit Scared to Do It?

I think it is not controversial to say that the lives of 20-, 30-, and 40-somethings change all the time. A new job. Moving. Getting married. Having kids. Another new job. Moving in together. Breaking up. Going back to school. Getting married. Another new job.

And sometimes you might want to Change Everything At The Same Time.Continue reading

behavioral finance career goals life path

Tag: goals

What Are You Excited About?

Overwhelmed by Your Financial To-Do List? There’s Hope (And a Few Practical Solutions).

You Don’t Have Big Goals Right Now. That’s Okay! Keep Checking Back with Yourself.

Don’t hang out with billionaires. (Video)

What I—and Hopefully You—Can Learn from My 85-Year-Old Aunt.

It’s 20 (40) years until I retire! How do I save and invest for the between-now-and-then? (Video)

Do You Want to Radically Change Your Life, and You’re a Bit Scared to Do It?

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