Mindful Decision Checklist

Ignore the “noise”

In the investing realm, “noise” often has to do with media headlines concerning the news story of the day and short-term market movements. These things change often and cannot be controlled. Identifying which pieces of information are beneficial to you and which are just noise can help you make more informed, unemotional investment decisions. I’m here to help you do just that!

Focus on the things within your control

Much of the focus and concern by investors today are about things beyond their control. Concerns such as what the market will do, when the next recession will occur, and how inflation rates might change are both unpredictable and uncontrollable. It is much more productive to focus your time and energy only on those things in your control, such as your investment strategy and how you will respond to the uncontrollable market events. That is where I spend a great deal of my time with clients – helping them make unbiased decisions over those things they can control.

Identify what is important to you

There are many distractions in life, and when it comes to investing, sometimes we become too focused on portfolio values and short-term market movements. Our planning process and personalized guidance can help you remain fixated on what is most important to you. Our goal is to help you plan well so you can live your life well.