Finance and Fitness
Start Somewhere
They say just changing into workout gear is half the battle when it comes to getting that session in. The same can be said for your finances. Whether you are gearing up to draft a household budget or organize and consolidate your investment portfolio, you need to start somewhere. Setting aside time to take a look at your monthly cash inflows and outflows is a good place to start and may provide insight into future savings abilities.
Set Realistic Goals
Not everyone is able to go from running a 5K to a marathon over the course of a couple of months. If you have never contributed to an employer’s retirement plan, it may not be feasible to max out the deferral limits this year. Setting realistic goals, short and long term, is a key part is measuring and achieving success.
Steady The Course
The key to any successful change is to stick with it and set a sustainable pace. Improvements in both financial and fitness-related goals take time, and it is important to not burn out.
Celebrate Your Wins!
Whether you finally reached a new Peleton PR, or you have completed the refinance process on your mortgage, take time to celebrate your wins and reward yourself. Hitting your goals takes work, so be proud of your accomplishments!
We all know change takes time, and sometimes it is not the most comfortable thing to do. Strategic can help you define your goals and partner with you as you reach milestones and achieve success along the way.
About Strategic
Founded in 1979, Strategic is a leading investment and wealth management firm managing and advising on total client assets of over $2 billion.
Disclosures
Strategic Financial Services, Inc. is registered with the Securities and Exchange Commission (SEC) as an Investment Advisor. The term “registered” signifies compliance with regulatory requirements and does not imply a certain level of skill or training.
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Investment Risks and Portfolio Management.
The discussion of any investments on this website is for illustrative purposes only and provides no guarantee that the advisor will make any investments with the same or similar characteristics as those presented. The investments identified and described herein do not represent all the investments purchased or sold for client accounts. The selection of representative investments to discuss is based on various factors, including recent company news or earnings releases.
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