27 June 2022
Share this article
Nothing escapes your vision – not today, and certainly not tomorrow. You’re a dab hand at budgeting, and you’ve been compounding interest since you drew your first paycheck. Value-Based Planners can ‘see’ their future finances in the spreadsheets they make today, and understand the power of long-term planning.
Balancing concern for today with concern for the future can be challenging. Your panoramic vision is like a telescope and microscope in one. Use it to bring your focus to the short-term as well as the long-term. This will help you set meaningful goals, as well as execute them at the appropriate hour.
Even though you find managing your finances interesting, that’s not why you do it. You do it because you know that accumulating wealth is a good way to help those closest to you. The fact that you find it interesting is a bonus.
You’re already fairly confident in managing your finances, but building a secure future means keeping your eye on the ball. Channel your natural interest in financial matters to keep learning and expanding your view of what’s possible, rooting your confidence deeper into unshakeable foundations of knowledge.
Being a Value-Based Planner means that you centre your plans around your values; and then make those plans a reality. You’re not interested in wealth for wealth’s sake. Instead, you see your finances as a way to help the people you love, and support the causes you care about.
Even with your solid 20:20 long-term outlook, it can be so tempting to give to people and causes you love, that you’re left with less time to spend on the nitty-gritty. With so many people potentially relying on you, it might be worth deliberately channeling your love into spending more time combing through the daily details of financial management.
Value-Based Planners are all about goals. Not for the glory, but for the proof of a plan well made and well executed. Your proven track record of financial-goal scoring is an excellent way to empower you to keep moving forward; knowing that when the next ball comes your way, you’ll kick it safely into the back of the net. And the next one (and the next…).
You’ve scored one goal, why not make it a hat-trick? As a goal-setter (and scorer), it’s sometimes tempting to take a shot when stepping back might be the best option. The difference between football and finance is that, in financial matters, acting fast isn’t always the best policy. Step back and ask if every goal shot is worth taking – you might score, but you could also end up with a corner.