Part 1 of our Back to Basics series.

Have you ever wondered why you were doing something? For example, why are you planning on retiring? Is it because society has told you so or do you have a purpose for retiring?

We often plan for financial goals without actually knowing why. This leads us to pursue unmotivating and unfulfilling goals and dreams. We are often left wanting, searching, or otherwise trying to find meaning. Your goals and dreams are unique to you and you should be clear on what is actually important to you and why.

It is often difficult to understand your why, especially when your real why is rarely your first answer. Over decades of working with people and their goals, we know that this is the time to go deep.

It is important to live a life that is meaningful and fulfilling to you, rather than marching to the beat of someone else’s drum.

We use a tool called the “Focus Finder,” to help focus this process. However, you don’t need us to get started with discovering your why. Here’s what to do:

  1. Ask yourself specifically what you are doing. For example, “I am saving the most amount of money that I can so that I can retire at 58.”
  2. Ask yourself why you are doing that.
  3. Now that you have done steps 1 and 2, repeat them. However, this time you are not allowed to repeat what you said before. Push yourself to go deeper.
  4. Continue repeating this process until you feel that you have found your true why. If you feel an emotional response, that’s a good sign.

If you want to see an example of this, read our article “The Transformational and Annoying Power of “Why.”

If you have any question or would like to work with us on finding your why, please contact us.

It is important to live a life that is meaningful and fulfilling to you, rather than marching to the beat of someone else’s drum. You may have been feeling unsure or directionless regarding your goals. We hope that when you work through this exercise, you have a deeper sense of clarity, progress, and confidence.

Click here for “Dealing With Financial Overwhelm,” Part 2 of our Back to Basics Series.

Schedule Your Focus Finder Conversation

The Focus Finder is the first step toward financial confidence. This is a conversation about you, your financial dreams, and the ways that we can gain confidence in their pursuit. 

Congratulations for taking the first step toward financial confidence. We have sent an email to the address you provided. 

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