When you think about your money, think about how to use it as a vehicle for realizing your personal vision of success. Defining your goals and needs can provide a framework for you to base all your financial decisions around as you navigate the inevitable ups and downs of life. Think through where you are today, where you’d like your finances to be ideally and how you can bridge that gap.
Having a plan in place can help you find ways to take advantage of your money’s potential to grow over the long term, forge greater resilience in your life and the lives of your loved ones and even pay it forward to the causes and people you care about most. Make it a habit to review your financial situation and make adaptations according to your needs, new life events and evolving market conditions on a regular basis — at least once a year, and even more often for short-term goals.
