They say that life is about pushing past your comfort zone but crossing that threshold is never easy or comfortable. In a couple of weeks, my friend and I are moving into unchartered territory as we hold the first meeting of our Chicago Millennial Networking group. I will be sitting on a panel of service professionals to talk about goal setting, a valuable skill that I have relied on to help me break through my comfort zone and achieve exciting new things.
As a retired D1 college athlete, goal setting was something I was encouraged to do early on. Splitting time between practices, classes and the college experience, I needed to have goals in place to keep my focus. Back in the day, my goals looked something like – this week in practice I am going to learn a new dive, practice that dive for two weeks and then compete it at the next diving meet. Other goals focused on hitting new weights during strength training or striving for a 4.0 GPA at the end of the semester. I set the goal in my mind, visualized myself achieving it and took the necessary action to accomplish it.
After college, I accepted my first full-time position at Huber Financial. I started as a Client Service Associate and had aspirations of one day becoming a Financial Advisor. It was at Huber Financial that I was first introduced to the process of setting SMART goals, which has forever changed the way I approach goal-setting. The SMART goals process forces you to take your goal and break it down into the SMART components.
What is the Specific goal?
How can I Measure if this goal has been achieved?
Is this an Attainable goal?
Is it Relevant to my career and/or situation?
Is it Time Bound?
Taking the time to go through each question has helped me truly understand what I am setting out to achieve and how accomplishing that goal will help me grow in my career.
As a financial planner, I also work with clients on creating SMART goals for their financial lives. Goal planning is at the heart of our financial-planning process. We start with a client’s financial goal, examine all of the moving parts in their financial life and build a financial plan that will help support their goals. The pieces of a financial plan are client specific but can include: creating a savings and investment strategy; purchasing additional insurance coverage; tax optimization and building an estate plan.
If you’re interested in hearing more about goal setting and are available on Wednesday, March 13th, I invite you to attend this event. In honor of Women’s History Month, we have an all-female panel of professionals from different industries that will share their success stories and the goals they’ve set and achieved along the way. We will wrap up the evening with a mini goal setting workshop that will take you through the SMART goal process. Tickets are available for purchase through the following link: https://goaldiggers.splashthat.com/.
© Copyright 2019, Huber Financial Advisors, LLC. All rights reserved. This material may not be copied or distributed (electronically or otherwise) without the written consent of Huber Financial.
Huber Financial Advisors, LLC (“Huber Financial”) is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. This material is for general educational purposes only and is not intended to provide investment, legal or tax advice. Please consult your investment, legal or tax professional for personalized advice on your particular situation. Any opinions expressed reflect the judgment of the authors as of the publication date and are subject to change. This material is derived from sources believed to be reliable, but its accuracy and the opinions based thereon are not guaranteed. It is not intended to be a solicitation, offer or recommendation to acquire or dispose of any investment or to engage in any other transaction. Investing involves risk including the possible loss of principal. Past performance does not guarantee future results. Please refer to our Form ADV Part 2 for additional disclosures regarding Huber Financial and its practices.