Financial Planning - Stop Talking About It, Start Doing It

“Someday” is today when it comes to financial planning.

Put the 5-minute rule to work with your money and your future.

Many of us have dreams about what we want out of life, in particular what we’ll do when we have more money.  The home we’ll buy.  The vacations we’ll take.  The leisure activities we’ll enjoy. The charities we’ll support.

Dreams are great.  Achieving them is even better.  And it takes planning to do so. How do you intend to reach your dreams?  What income will you need?  To what net worth do you aspire?  What’s your financial plan to get to where you want to be?  And if you don’t already have a financial plan, why not?

Stop talking about what you’re going to do... and start doing it

Time waits for no one.  No more excuses about why you haven’t gotten around to establishing a financial plan.  It won’t happen on its own.  You can talk about it, or you can do it. And, there’s no time like the present to set up a financial plan for the near and long term.

The idea behind using the 5-minute rule to create a financial plan is simply to start doing something... even jotting down a list of what’s important to you.  No more “I’ll get to it someday.”  You could have already started the task in just the time it took you to think about it. 

Make “someday” today.  Take charge and intentionally think about and imagine the financial future you want, whatever your age, income level or stage of life currently... and get started.

At Lenox, we are your advocates to help make happen what’s important to you.

Unlike most financial services firms, we start with you, not your portfolio.  We help you use your strengths and talents to “Fund A Life You Love”.  One of our unique tools is to take you through an Honest Conversation®, an enjoyable and eye-opening exercise that prompts great discussion about what matters most to you, individually or as a couple.  The results help us create not just a financial plan but a life plan for you.  It’s what makes Lenox different.  And it’s what makes financial planning doable, actionable, comforting and confidence-building.

If it sounds like we’re your champions, we believe we are. You deserve financial planning that helps you live the best life you can with financial peace of mind.  We work to help you do just that. 

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 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.