FORMING GOOD HABITS

I’ve been trying to design a notebook to help clients formulate some goals and good habits for money management. Ironically, it’s been a difficult task to complete, not to get it done, but whether it’s something that is helpful in an already overcrowded space. I suspect like me you use a calendar on your phone and computer, the challenge often being how to ensure that the personal and professional are shared appropriately with those impacted. For me there is something powerful about a pen and paper that a keyboard doesn’t capture (I’m well aware that there are tablets and stylus options).

As I plan my year ahead there is always the tension between experience and optimism. Perhaps its not even that, a sense of larger goals that seem plainly unrealistic based on the past, yet not beyond the realm of possibility. In a professional context that’s about growing the business, attracting and serving more clients as well as improving what we already do. Increasing value and demonstrating it more clearly. The latest 10-year business plan is about to enter its second year, the clock is ticking and we want to “up our game”.

I wonder if I could ask you if you’d let me know if a paper-based notebook designed to help you keep in mind the bigger goals and the steps to achieving them would be helpful to you. Please email me.

Dominic Thomas
Solomons IFA

You can read more articles about Pensions, Wealth Management, Retirement, Investments, Financial Planning and Estate Planning on my blog which gets updated every week. If you would like to talk to me about your personal wealth planning and how we can make you stay wealthier for longer then please get in touch by calling 08000 736 273 or email info@solomonsifa.co.uk