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I am a big believer in personalization in all aspects of life. The road to your goals, financial or otherwise, is paved by the personalized steps you’re willing to take and in the direction you wish to work. Driving all of that should be more than an idea or a simple plan. What is needed is a personal mission statement. A mission statement creates a sense of purpose and authenticity that acts as a compass and drives all your decisions in the right direction.

When creating your mission statement, be sure to keep it brief. Just one to two sentences will do. Approach it the same way you would approach starting your own company, reflecting your goals, your dreams, and your values. At the same time, be sure that it extends beyond your professional life and encompasses your personal life and your lifetime goals as well. Once you have your personal mission statement, be sure to read it or recite it daily.

Lastly, make sure that your actions reflect your personal mission statement. Your mission statement is meaningless if you’re not committing action to it. If your statement reflects your family values, be sure to make time for your family. If your mission statement focuses on financial independence, make sure that you’re sticking to a budget and have an all-encompassing plan. Be sure what you’re doing reflects what you claim to value.

Life can move fast, and everyday decisions can distract from your long-term vision. To ensure that you stay true to what you value and on course with your goals, create a mission statement to act as your compass and ensure that your life truly reflects you.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

As the fall approaches and football season begins, each team has a new energy, a fresh game plan, and oftentimes, a new coach. A new coach brings a different strategy, culture, and mindset. When a new coach arrives, expectations are higher, but remain realistic as fans know winning a championship takes time. With that said, I’m going to argue for a coach who has staying power. Remaining with the same team or school has a long-term impact and provides a consistency that develops into success. John Wooden, the legendary UCLA basketball coach, said it best, “It takes time to create excellence. If it could be done quickly, more people would do it.” As a CERTIFIED FINANCIAL PLANNER™ and decision coach, I’m committed to long-term client relationships. By developing and strengthening these advisor-client relationships, I will better understand the context of each client’s story and the history of their decision-making, guiding them to their next best decision. I know life will happen to my clients and I will be alongside them for each step, helping them to adjust the game plan and strategy for continued success. I have and want staying power, because I know it benefits my clients over the life of their financial plan. I create this staying power by working on a referral basis, where trust and credibility already exist, because I want to attend their retirement party. I want to see their kids go to college. I want to guide them through a job transition or business venture. Now, be careful, because a coach can get stale and lose the team, so if you need a second opinion on your current plan, or you’re looking for an advisor with staying power, please reach out to me at mark.nicolet@trilogyfs.com.