Life and Financial Decisions
The big circle is ‘Our Life’ and Everything goes around Life.
And the small circle is our ‘Financial Decision’.
So inside the bigger circle of Life the tiny circle is our financial decisions.
And between the life and finance comes – Family, society, spirituality, friendship, physical and emotional help and having fun.
It’s very easy to forget the middle 6 circles.
Don’t make a small circle (financial) into a big circle (Life)!
Can we just ask ourselves
What are the things that are important to me?
Why am I doing this?
What is the goal?
What does that mean?
Beating the market, finding best investments, tracking spendings frequently…..is that your goal ?
As a financial planner let me clear that financial goals aren’t financial goals.
They are life goals, more for life.
Wishing you to make your financial decisions a part of life and get clear it’s important, but just a part
Inspired by guru Carl Richard
Kavita .S. Devi CFP, CM
We Listen: Discovery Stage
We Plan: Enriching Lives
We Built: Wealth Creation