How Will You End the Year?

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It is just around the corner. Holiday season, that is. With Halloween, we turned the corner into holiday season and the New Year is staring us in the face. What will you toast at midnight on December 31, 2014?

If you are not sure, then make a plan to end the year strong accomplishing one or several of the goals you have laid out. We all get distracted during holiday season with shopping, parties, hosting events, late nights, lack of sleep, and lots of food and drink. So in terms of meaningful work, you have about six weeks remaining in the year (subtract the week of Thanksgiving, Christmas and New Year). That cuts productive work time to about 42 days following the spook-fest of Halloween.

Between now and the end of the year, what is the most important thing that you accomplish? Client meetings? Get them scheduled now and before Thanksgiving if you can.

For some of you, your best time to see clients is actually in the holiday time frame of December 22 through 31, when your clients have more free time. If that’s the case, make sure you plan personal time early in the holiday season for your shopping and entertaining needs.

Surprisingly, you might find that you have more quiet time with reduced interruptions from client and colleague calls and fewer meetings on your schedule. If this is how year-end shapes up for you, take advantage of it with a year-end review and making a plan for the year ahead.

In upcoming posts on the Accelus Partners blog, I will share some tips for a “year in review” and some pointers for looking ahead. It will be a mini-course in strategic planning concluding with a live event on November 25 at 4 p.m. Central with a focus on goal-setting.

If you are in or near Houston, join me in person at the FPA of Houston breakfast meeting on November 19. The topic will be goal-setting and the financial planning process. One CFP and 1 CPA CE credit are pending approval. Location and details are available here. For non-FPA members, use the promo code NOV15 when registering and get $15 off of the $35 non-member registration price. I look forward to seeing you there!

Barbara StewartBarbara Stewart, CFP®
Coach to financial advisers
Owner and founder
Accelus Partners
Houston, Texas

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