Turn Financial Goals into Habits

January is over and now we have the opportunity to remind ourselves about the resolutions or new year wishes that we thought about when we rang in the new year. Setting solid intentions for the new year is such a good thing to do, and yet, the challenge we all face is how to make those wishes transform into habits that we can maintain. If you’re like us, you might have to think a bit — what the heck was I thinking I wanted to do?  

So it is good to remind ourselves — what is important and how do I keep it top of mind?

Most new year’s resolutions fail because good intentions must be backed up with daily focused habits. So, what financial resolutions of wishes did you think about when this month started? 

Think simple. Write it down. Talk about it with our partner. 

If you haven’t taken any action, then let us help you make a plan that includes supporting new habits and making those habits easy to maintain. 

According to a recent study, 6 in 10 people feel confident about their financial future. 72% think 2022 will be financially better for them than 2021. At the same time, more Americans also made resolutions around physical and mental health for 2022 compared to 2021. 

62% OF YOUNG INVESTORS PLAN TO INCREASE THEIR RETIREMENT CONTRIBUTION IN THE YEAR AHEAD.

If you want to increase your retirement or savings, commit yourself to making that call. We can support you in setting up easy habits to keep your commitment going through the entire year.

One step at a time. 

Take that step to make a plan. Know where you want to go. And then we will also support you in small and larger steps to succeed.