Crush Your Financial Resolutions by Becoming Rather than Doing

Who doesn’t like a fresh start? The beauty of New Year’s Resolutions is that we all have an opportunity to fully commit to losing weight, getting organized, or finally saving more money at the turn of the calendar year.

Whether you want to admit it or not, however, the chances are that the work you’re about to put into one or more of your financial resolutions this year likely will soon end in frustration and disappointment. So, what can you do to ensure that your financial resolutions stay on the right track heading into the New Year? Well, one way is to focus your goals on “becoming” rather than “doing.”

Whether you’re earning six figures and broke, or simply trying to take control of your finances, doing the work of learning a new financial management technique, determining your “retirement number” or achieving some material outcome may not be the approach you need.

What might better suit your situation and help you stay committed to and crush your New Year’s resolution is reframing your relationship with money, rewriting your money scripts, and becoming the master of your financial independence journey.

Our latest blog post discusses how you can shift from Doing Mode to Being Mode to achieve your financial resolutions and deal with resistance along the way.

Benefits Enrollment is just around the corner. Do you have what you need to make critical choices at this vital time of the year?

Now, while benefits elections might seem like a routine administrative task, the decisions you make during this crucial election period could significantly impact your finances for years to come.

But for many of you out there, open enrollment might feel like a maze of features and benefits that can leave you feeling so confused and overwhelmed that you resort to box-ticking just to get it over with.

And so, what if we could change the narrative this year?

What if this year was the year where you finally stepped off the default path, and made your benefits elections with confidence?

What if this year, instead of rushing through the enrollment process, you mindfully took your time and opted into coverages that align with your lifestyle needs?

And, so, how do you achieve this outcome?

Well, this approach begins with a game plan for navigating the maze of health plans, insurance options, and fringe benefits available to you.

More specifically, when you know how to approach your benefits book, which common pitfalls to avoid, and how to select your coverage options, you can make wise choices this benefits season without being overwhelmed.