Unlocking Financial Success: A Journey of Goal Setting in the Second Half of the Year

Jul 12, 2023 | Blog, Financial Health

New Year is the traditional time for setting goals. As we eagerly embrace the new year, armed with fresh hopes and aspirations, anything can seem possible. We conjure up visions of our ideal selves, achieving greatness and conquering the world. Ah, the optimism! But alas, as the year rolls on and reality sets in, these goals so often vanish into thin air, like the elusive unicorn of our ambitions. Are you ready to redefine your goals and embark on a journey of self-improvement? 

Letting Go of Perfectionism: Unleashing Financial Potential

Ah, perfectionism, the sneaky little critter that thrives on our insecurities and paralyzes our progress. It whispers in our ears, “If you can’t do it perfectly, why bother at all?” Well, it’s time to bid farewell to this insidious creature. Embrace the glorious imperfections of life and acknowledge that progress, no matter how small, is far superior to standing still. Remember, it’s better to stumble forward in pursuit of your financial goals than to remain frozen in fear of imperfection.

Reflect on Your Desires: Is Your Goal Still Aligned?

Ah, the beauty of self-reflection! Pause for a moment and ask yourself, “Do I still want to achieve this financial goal?” Our desires can change over time, and that’s perfectly okay. If the goal no longer ignites a spark within you, it may be time to bid it farewell and welcome new aspirations into your financial life. Let go of the goals that no longer serve you and make space for those that align with your current passions and dreams.

Unearth the Underlying Motivation: Your “Why”

Behind every financial goal lies a purpose, a driving force that propels us forward. Take a moment to delve into the depths of your soul and unearth the underlying why behind your goals. What is it that truly motivates you? Is it the desire for financial freedom, the yearning to provide for your loved ones, or perhaps the sheer joy of building wealth? Understanding your why will infuse your goals with a deeper meaning and keep you committed even when the going gets tough.

Your Financial Goal Book: A Trusty Companion

Now, my friend, it’s time to arm yourself with a trusty companion—a financial goal book. Find a notebook that speaks to your soul, be it a sleek leather-bound tome or a colorful explosion of creativity. This sacred book shall be your sanctuary, where you jot down your goals, dreams, and plans. Fill its pages with your aspirations, financial strategies, and the occasional motivational quote. Let it be a constant reminder of the journey you’ve embarked upon and the greatness that lies within your reach.

Refining Your Goals: The SMART Method

Ah, the art of revision! Like an experienced editor shaping a masterpiece, it’s time to refine your financial goals. Use the SMART method: make them Specific, Measurable, Achievable, Relevant, and Time-bound. Instead of “I want to be financially stable,” transform it into “I will save $10,000 by the end of the year by setting aside $200 from each paycheck.” By giving your goals a clear structure and timeline, you increase the likelihood of success and make them more tangible.

Mini Goals: Stepping Stones to Freedom

Rome wasn’t built in a day, my friend, and neither will your financial goals be achieved overnight. Break down your aspirations into bite-sized chunks—mini goals that can be conquered one step at a time. Celebrate each small victory along the way, for it is these incremental achievements that pave the path to greatness. Remember, progress is progress, no matter how tiny the steps may seem.

A Financial Timeline: Orchestrating Your Wealth Symphony

Ah, the dance of time! Picture yourself as a maestro orchestrating the symphony of your financial goals. Set up a timeline for the rest of the year, marking key milestones and deadlines. Embrace the rhythm of progress and keep your eyes on the prize. Be flexible, for life has a habit of throwing unexpected curveballs. Adjust your timeline as needed but remain committed to the destination.

Visualizing Success: The Power of the Mind

Ah, the power of visualization! Close your eyes and picture yourself basking in the glory of your achieved financial goal. Engage your senses—the sounds, the smells, the tastes, and the emotions. Create a vivid mental image that captures the essence of your financial triumph. Then, channel your inner artist and bring this vision to life through a tangible manifestation—a vision board. Let its colorful collage serve as a constant reminder of the future that awaits you.

Revisit Your Goals: Nurturing Your Wealth Garden

Financial goals, like gardens, require nurturing and attention. Make it a habit to revisit your goals frequently, like an old friend you cherish. Reflect on your progress, make adjustments if necessary, and celebrate how far you’ve come. Life is a journey, and your goals are the compass that guides you. Stay true to them, and they shall lead you to wondrous destinations.

Start Today: Seizing Financial Opportunities

Ah, the procrastination trap! Let us not be lured into its deceptive embrace. There is no time like the present to embark on your quest for financial greatness. Take that first  step, no matter how small, and let the momentum carry you forward. Remember, my friend, that action is the catalyst that transforms dreams into reality. Seize this moment and let it be the beginning of your extraordinary wealth journey.

Rewarding Your Dedication: Celebrating Milestones

Ah, the sweet taste of financial success! As you progress on your journey, don’t forget to reward yourself along the way. Celebrate each milestone, no matter how seemingly insignificant. Treat yourself to a well-deserved indulgence—a fancy meal, a day of relaxation, or perhaps a new book to fuel your intellectual appetite. Reward yourself for the dedication and effort you’ve poured into your financial goals. You deserve it, my friend.

Bottom Line: Unleashing Greatness

The year stretches before you like a blank canvas, waiting to be adorned with the colors of your financial aspirations. As you redefine your goals, remember to let go of perfectionism, reflect on your desires, and infuse your journey with purpose. Arm yourself with a trusty goal book, refine your aspirations using the SMART method, and break them down into manageable mini goals. Craft a timeline, write a positive statement, and visualize your achievement through a vision board. Revisit your financial goals often, embrace action

Share your favorite goal-setting tip or a humorous anecdote about your own struggles with New Year’s resolutions. Please feel free to reach out to us via our contact form, Twitter or Facebook. At LexION Capital, our priority is to make our clients’ financial goals a reality by providing hands-on wealth management solutions, backed up by science-based insights into the financial industry. We help you maintain well-diversified investment plans. Should you need help in the aspect of financial growth, please visit my company’s website, LexION Capital.

Elle Kaplan is the founder and CEO of LexION Capital, a fiduciary wealth management firm in New York City serving everyone who feels left out by traditional “Wall Street”, including women and the families they love.


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