Overwhelmation

5 Things to Do:

When Feeling Financial Overwhelmation

Thing One: Notice Your Breath

                What does that breath feel like? Just notice. Maybe take a few more.

                You have to start somewhere. And now you have. It’s that simple.

Thing Two: Get Philosophical

Remember that nothing is permanent. Recognize that financial overwhelmation is not unique to you and, therefore, is not insurmountable. But it will take steps, starting with the first step, which you’ve already begun. While our minds tend to think about easy solutions (lottery, inheritance from long-lost family, giant raise- why does so-and-so make that much?), none of those things are realistic, nor will they keep you from ultimately ending up right back here.

Thing Three: Pick Up a Pen

How do you relate to money? What has been your relationship to it? What do you truly want out of life? This will help you think about whether your decisions are in line with your goals. You can start of general and then get amazingly specific.

Thing Four: Start a File

Time to put your recent financial life into a file. This will serve two purposes: you will begin to see your financial life in a concrete way; and it will prepare you for the next “Thing”.

Thing Five: Pick up the Phone (or the email)

Your new best friend should be an advisor who you feel you can really open up to. You absolutely will feel like you need to explain yourself, but you don’t. You will pick an advisor that you know is not there to judge, but to help; not there for himself, but for you.

It does not have to be Tim at CVW Financial (that is, tim@cvwfinancial.com!). Truthfully, there are many of us out there. The best excuse for not picking up the phone is that you’ve already done so, and you feel confident that you are on the right track for you and your family.

If this speaks to you, please call Tim at (857) 270-7437 or email tim@cvwfinancial.com.

CVW Financial, LLC is a registered investment adviser.  Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and, unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.