If money were no object, what would you do with your life?

Get beyond the limitations.  Get busy doing what you love.

“Sure, I’d love to but I can’t afford it.”  Love to what?  Move to another city?  Change careers? Get married?  Have a family?  Start your own business?  Travel?  Retire?  Is money really the limitation or is it something else?  Oftentimes, we get in our own way when it comes to doing what we really want to do in life, because we use not having enough money as our excuse.  For a minute, stop and think... what if money were not a hindrance, what would you do with your life?

Find your answer, starting with these 4 tips:  

1.  Make a list.  Make two lists.

Get down on paper what matters most to you.  If married or involved with someone, have your significant other do the same.  Compare your lists.  Are you on the same page?  This exercise is not only eye opening in understanding yourself and each other, but it helps you align your financial plan with your life plan.   At Lenox, our Honest Conversation® tool makes this exercise both easy and enjoyable.  Our clients rave about it. We’d love to show you how it works and give you a no-commitment test drive.

2. Find a mentor.

Ask the most successful, life-embracing people you know and almost all will tell you they had or still have people in their life who have given them the encouragement, motivation and support to try, do and accomplish what they could not have done on their own.  It might be a parent, friend, teacher, clergyman, or even an author they’ve never met.  Having been on the receiving end, we know firsthand at Lenox the benefits of mentoring and as such, we uniquely offer life coaching to our clients, seeing it as an essential to sound financial guidance, budgeting, and wealth creation.

3. Read things inspiring.

There’s no shortage of books, articles and websites whose goal is to inspire us to optimize our life. Don’t knock these resources if you haven’t tried them.  We have an exhaustive library at Lenox of books and materials that we keep adding to on a weekly basis –- what we believe is the best thinking from the best minds in the financial planning and life planning arena for people of all ages and income levels.  Watch for our Lenox Book List to be revealed soon.  Or, send us your email and we’ll send you the list.

4.  Think ahead.  Plan backward.

Where do you want to be in three years, five years, 10 years?  What do you want to accomplish?  How are you going to get there?  Time’s ticking by.  Start today to prioritize your to-do’s, figure out the cost and time commitment for each, and design your life plan and financial plan around them.  We help our clients do this day in and day out.  It’s what we mean when we say we help you Fund A Life You Love®.

If it sounds like we’re your champions, we are. You deserve financial planning that helps you live the best life you can with financial comfort and peace of mind.

Fund A Life You Love... we live it and want our clients to experience it as well.

If you’re ready to discuss financial planning that will allow you to Fund a Life You Love®, we’d love to tell you more.  Let’s talk.  It’s your tomorrow.

Call us for a complimentary 1 hour review.  Call 513.618.7080 or contact us here to Fund a Life You Love.

Past Performance is not indicative of future results.

This blog is limited to the dissemination of general information pertaining to its investment advisory/management services. This is not intended to be personalized investment advice. Please contact a Lenox adviser if you would like additional information.