Do you find you are working in the urgent, but not the important? How do you make decisions now that have a long-term impact?
I like to call it “The Covey Conundrum” – that moment when the urgent tasks pile up and take our eyes off the important but not urgent.
Unfortunately, on a daily basis, I find myself guilty of focusing on the urgent. It’s a very common issue in our busy world.
One of the benefits of collaborating with a financial professional is having a sounding board to make decisions with a long-term view. Working in the important, but not yet urgent quadrant is something I recommend frequently to clients and prospects.
Before things become urgent is when we have the most options. Said another way: the best time to fix a leaky roof is when the sun is shining. Once it’s raining, repairing the roof is much more difficult.
As we enter the final quarter of 2021, we’re also still dealing with the numerous disruptions brought on by the last two years. Do you find you are always working consistently in urgent?
A few questions to ponder:
- What are pressing tasks that need my attention that will meaningfully affect my family, both good and bad?
- What are steps that I can take today to plan for future financial success?
- Do I know my personal financial “GPS”?
- Does the financial professional I currently work with know my personal financial “GPS”?
If any of these give you food for thought, let’s connect and chat.
Orchestrating Fiscal Harmony™,
Kelly Kunst CFP®
2021 Five Star Wealth Manager
Once again, I am honored to be named a Five Star Wealth Manager by Texas Monthly. Nearly 4,000 Dallas-Fort Worth wealth managers were considered for the award; ten percent of these candidates were named 2021 Five Star Wealth Managers. Being recognized is always nice, but the real blessing is serving families and helping them on the path to fiscal harmony in their lives.
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