25th August 2020

Overcoming the biggest mistake we make with our money

We think the biggest mistake we make with our money is not aligning what we do with our money to what’s most important to us.

The key is to get clear on what’s most important to us then make sure we use our money in ways that help us live our best life possible. Unfortunately, most people don’t consciously do this. Why not? Because they see their money as an end, a goal, something to be chased after. All that effort, 40 hours every week, but do we feel like we’re getting anywhere?

Money isn’t a goal. It’s not a destination. It’s not the sea we’re sailing. It’s not even the boat. Money is the sail we use to get to where we want to go, and the wind in the sail is our values.

We’re afraid to step off the hamster wheel because we have bills to pay, families to support, etc.. We’ll retire “someday”, when we’re “financially set.” But how much money is enough? We tell ourselves that “someday” we’ll get off the wheel and do all the things we’ve wanted to do, but often “someday” never comes. We stay on the wheel, and retirees who can’t shake the “never enough” mentality end up pinching pennies instead of enjoying their day-to-day life.

The first step is clarifying what really matters to us. Who are the people you love? What are your passions? Your hobbies? The causes that really matter to you? The things you would love to do if time and money were no object? Imagine what your life would be like if the way you think about, spend, and invest your money was in 100% agreement with what is most important to you. Would that be the kind of life you desire?

We see our role as your adviser as being a little different than other advisers. Yes, we help you with all things related to your money like other advisers do, but we put your life at the centre of the conversation, not your money. This means we help you clarify what is most important to you, what you want your money to do for you, then we develop a plan that helps you live your best life possible with the money you have.

We encourage you to visit (https://uk.roladvisor.com/ExternalROLIndex/ClientLink?ClientID=THNZQQ07EPBP9YKB) and take our free ROL Index Assessment. You can see your results immediately.

We’d also be happy to setup an appointment with you to review all of our tools in greater detail, and help you get started on your journey to a greater Return on Life.