Stop talking about “it” and do it.

How to apply the 5-minute rule to life planning/financial planning.

In a prior blog, we asked you to ask yourself, “What will my life look like in 2018 and beyond?

As we said back then, the big question is how to make sure your ideas, goals and adventures get planned AND actually happen.

Here’s the deal. Stop the excuses about why you haven’t gotten around to doing whatever it is you want to do. No one’s going to do it for you. It’s in your hands. You can talk about it, or you can do it. And, there’s no time like the present to dig into whatever you didn’t accomplish last year or the things you want to accomplish this year.

Put the 5-minute rule to work when life planning/financial planning.

The idea behind using the 5-minute rule to accomplish day-to-day tasks is simply to “start doing it” –– whether cleaning out a closet, tackling the messy basement, organizing your office, you name it. No more “I’ll get to it tomorrow.” You could have already started the task in just the time it took you to think about it.

Let’s apply the same principle to life planning/financial planning. Life is not going to wait around for you. Or, as we recently read, “Don’t let life happen to you.” In other words, take charge and intentionally think about, plan and do as many of the things you want to do while you can, whatever your age, income level or stage of life. Make a list. Do the research. Run the numbers. Book it. Create it. Explore it. Discover it. Learn it. Finish it.

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. It’s about helping 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®, prompting great discussion about what is important to you, or if you are a couple, what is important to each of you individually and as a couple. We create not just a financial plan but also a life plan. It is what makes Lenox different. And it’s what makes financial planning doable, actionable, and dare we say... fun.

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 peace of mind. We 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 here to get starting Funding 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.