Happy New Year to you!
The craziness of year-end tasks and the holidays seems to carry right over into the new year, with a sense of urgency on a whole new list of things. But hopefully you found some respite along the way before diving in to 2023!
Last year at this time, I wrote to you about “real change” taking time, suggesting that it doesn’t just happen overnight.
I highlighted not beating yourself up over “failed” new year’s resolutions by February or March, because real change seldom comes about that quickly.
But for this month, I’d like to add another concept that one of my clients recently employed. She completed what she called her “financial brain dump” and sent it over to me. She got all of the financial items that were swirling around in her head written down.
I could almost hear the sigh of relief through her email.
Not because all tasks were miraculously completed, but because she got it all out of her head, onto paper and over to me. And by sending it to me, she knows we will address these items together in the new year.
The brain dump is not a new concept. It is a proven method to help untangle our thoughts, serving to relieve some of the stress and anxiety created by our never ending reel of to-dos and uncertainties.
Tying it into last year’s message, I had discussed taking broad resolutions like “save more money” or “get finances organized” and breaking them down into smaller, more specific and manageable tasks.
THE FINANCIAL BRAIN DUMP will help accomplish that for you. So give it a try this month and see what it does for you. Then share the psychological load by sending it to your advisor, knowing they will help elicit “real change” for you in your financial life this year!