When it comes to helping people reach their goals, most financial advisors tend to focus on areas like investing, tax planning, and other money-related topics. We are no exception. After all, these things are critically important if you want to save for retirement, start a business, travel the world, or simply leave a legacy for your family.
However, we’ve learned a very valuable lesson over the course of our careers: Achieving the things you care about most requires more than just money. There are certain habits and behaviors that, while not directly related to finance, can spell the difference between reaching your goals or not.
In our experience, people rarely hear about these from their advisors. Although we are not life coaches, we’d like to share some non-financial lessons we’ve learned. It’s our belief that applying these lessons makes working towards your goals both easier and more rewarding. Let’s call them “Things Most Financial Advisors Don’t Tell You”.