How many times in your life have you just felt stuck; in your job, in your relationships, in your finances, or in some other area? Vince's guest today on CFO at Home is Dominique Henderson, a Certified Financial Planner and the author of the book Assess, Address & Adjust: A Practical Guide to Becoming Unstuck & Achieving Your Goals. In this episode Dominique and Vince discuss the principles of getting unstuck detailed in the book, how these principles apply to your finances, the importance of having trusted advisors in your financial life, and more.
Key Takeaways
- Getting Unstuck involves
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- Assessing where you are
- Address how you're being to address the problem
- Adjusting and implementing the change in behaviors need to change
- Just because you exercise behaviors that help you not to get stuck in one area of life, doesn't mean that you're not stuck in some other area
- When trying to find your financial "why", don't be afraid to dig
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- I want to have a million dollars - Why?
- So I can retire - Why?
- So I can have more free time - Why?
- Etc, etc………….
- Finding your why can also help you to find your "thing", your that thing that will bring your fulfillment in your current stage of life. Your thing can change based on your season of life
- Possible signs that your season of life may be dictating that you need to make a change
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- Feeling less and less impactful with what you're doing
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- PRO TIP! A partner can sometimes notice these things before you do - LISTEN!!!
- Traits of financial "1%ers"
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- They don't cut corners
- They are intrinsically motivated to do what they're called to do (your zone of genius)
- Even if you consider yourself to be financially savvy, you may benefit from the outside perspective that a financial professional can bring to your situation
- Money is just a tool to help you to deal with the important things in life
- When selecting a financial professional to work with:
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- Trust your instincts (do they feel "weird" to you?)
- Information is everywhere; look to work with someone whose expertise you can leverage
- Research the person and their credentials
- CFO at Home - Enjoy the journey (financially and otherwise)
Ways to contact
Contact the Host - vince@thecfoathome.com
