The Three-Year Review and the Three-Year Plan

Take a moment to review the circumstances of your life from three years ago. Think about what you knew and what you did not know about managing your wealth. What were the top five important lessons you learned? In what ways have your views about money and wealth changed? When you take this all into consideration, where would you like to be financially three years from now? Think about how to do this as efficiently as possible.

The Key Takeaways
–         Taking the time to review the last three years will help you see the accomplishments you may have overlooked in certain areas of your life.
–         Taking the time to imagine the next three years will help you determine financial goals and how to achieve them.
–         Working toward incremental accomplishments rather than the “big fix” prepares you for lasting and meaningful change