The most impor­tant F word in Finan­cial Planning
When I say finan­cial plan­ning, what pops into your head?
Boring?
Scary?
Intimidating?
Tedious?
Overwhelming?
Or maybe even
How do I not get ripped off?

What about Fun?

Can finan­cial plan­ning be fun? Should it be fun?

Is your life fun? Do you want your life to be fun?

Life is not always a bowl of cher­ries. But of course, you want to pack in as much Fun, Joy and Hap­pi­ness into your life as possible!

Finan­cial plan­ning is about mon­ey, finances, tax­es, invest­ing and all those finan­cial details. But that is only the foun­da­tion. The foun­da­tion is impor­tant, but only for what it sup­ports you in doing. Finan­cial plan­ning is most­ly about your life. Or it should be. Of course it should be fun, joy­ous and make your happy.

Which begs the ques­tion, how do I find a finan­cial plan­ner that brings fun, joy and hap­pi­ness into the process?

Look for a plan­ner who gam­i­fies their process.

I recent­ly did a pod­cast for my peers, explor­ing the why’s and how to’s of what a gam­i­fied finan­cial plan­ning process looks like. Lis­ten­ing might help you dis­cov­er if a gam­i­fied process is for you, and how you might craft a set of ques­tions to under­stand a planner’s process.
Enjoy the pod. Let me know if it helps you on your jour­ney. Reach me at Mackey@MackeyAdvisors.com

Keep pros­per­ing,
Mackey

Mack­ey McNeill, Founder
MACKEY™ and The Pros­per­i­ty People™