Get Started
Certified Financial Planner in Ramona and San Diego | Fiduciary Advice | Retirement Planning and Investment Management
  • Home
  • Services
  • Why Us
  • Media
    • Blog
    • Press
    • eBooks
  • Contact Us
  • Get Started
  • Client Portal
  • Menu

How to start the new year off right

February 3, 2021/in Behavioral Finance, Financial Planning /by admin

Though we’re all eager to move on from last year, there are still many factors outside our control in 2021.

So, take some time now to be intentional about the kind of year you want to have and the factors that ARE within your control.

In this video, I’m going to share 3 easy steps to set the stage for a powerful year.

I’m Jamie Lima with Woodson Wealth Management, and I’m here to help you find your footing this year, even in the face of continued turbulence and uncertainty.

Here’s how:

Number One: Reflect on the past year. 2020 will be long remembered for the miseries of COVID, but let’s also take a moment to acknowledge our highs. What did you achieve despite the unexpected hardships? How did you become more resilient in the face of adversity? What have you learned to appreciate or be grateful for? As I reflect on my year, I’m grateful for my FRIENDS and FAMILY. And I’m grateful for the clients who make my professional life worthwhile. I realized last year that my true needs are much, much less than I thought they were.

Number Two: Decide what your priorities are for 2021, and why. Priorities change over time, and it’s good to check in and make sure the goals you’re working toward are still the things that matter to you. If you’re on a great path, decide how you want to make progress this year. If you’re not enjoying the road you’re on, consider this your permission slip to change direction. Think about the time and effort you’ve spent on your current path as valuable experience that will inform your new path.

Number Three: Stay flexible. We don’t know what 2021 will bring. We can hope that vaccines and medical progress will bring an end to the pandemic and a return to normalcy, but we don’t know how or when that will happen. So let’s build some flexibility into our plans.

One of the things I love about my job is helping my clients take action on goals that have meaning for them. If your priorities are changing or you’re excited about something new, please reach out to me. I can’t begin to tell you how excited I am to hear about it.

If you have a question about what I’ve discussed or you’d like to speak personally about what’s going on, please use the form below to send me a message.

I’ll respond personally.

#bestfinancialadvisorsinsandiego #topfinancialadvisorssandiego #fiduciaryfinancialadvisorsandiego #registeredinvestmentadvisorsandiego #financialplanningsandiego #certifiedfinancialplannersandiego #investmentmanagementsandiego #sandiegofiduciaryadvisor #sandiegofinancialfirms #independentfinancialadvisorfirm #investmentadvisoryfirm #financialplanningfirm #financialadvisorycompany #financialadvisoryfirmsandiego

Tags: Behavioral Finance, cfp, feeonly, financial planner, financial planning, recession
Share this entry
  • Share on Facebook
  • Share on Twitter
  • Share on WhatsApp
  • Share on Pinterest
  • Share on LinkedIn
  • Share on Tumblr
  • Share on Vk
  • Share on Reddit
  • Share by Mail
https://woodsonwm.com/wp-content/uploads/2020/07/logow.png 0 0 admin https://woodsonwm.com/wp-content/uploads/2020/07/logow.png admin2021-02-03 01:49:062021-02-03 01:49:06How to start the new year off right
You might also like
[PRESS RELEASE] Jamie Lima partners with the Association of Financial Educators
You’ll Spend Thousands on Healthcare This Year. Can an HSA or HRA Help?
Election Day 2020 - My thoughts and what you need to focus on
How to Maintain Resilience when Facing a (Financial) Crisis
Jamie Lima Launches Subscription-Based Financial Planning Program
Recession Perspective: How to take action when you don't know what happens next
2020 Is (Finally!) Coming to a Close. Here Are 7 Financial Moves to Make 2021 Less Stressful
Gamestop, memes, and market volatility

Recent Posts

  • With Tax Law Changes Coming, A Mega “Backdoor” Roth IRA Contribution Could Come in Handy. Here’s How it Works.
  • [PRESS RELEASE] Jamie Lima partners with the Association of Financial Educators
  • Before Completing Your 2020 Tax Return, Keep These 5 Filing Tips in Mind
  • Filing Soon? COVID-19 Will Likely Impact Your 2020 Tax Return. Here’s How
  • What’s My 2021 Tax Bracket?

Categories

Archives

  • February 2021
  • January 2021
  • December 2020
  • November 2020
  • October 2020
  • September 2020
  • August 2020

Follow us on Facebook

Woodson Wealth Management is a fee-only, financial advisory firm dedicated to helping you continue to do what you love to do with ZERO financial stress.
Home
Services
Why Us
Contact Us
Privacy Policy
Website Disclosure
Firm ADV
 Email us: info@woodsonwm.com
 Call or text: 858-923-4500
 Ready?: Schedule A Call

© 2020 Woodson Wealth Management and Consulting, Inc. All rights reserved.

Gamestop, memes, and market volatility You Skip Starbucks & Pack Your Lunches, But Is Frugality the Key to Reaching...
Scroll to top