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You Gotta Have Heart

Peter Katevatis - Dec 24, 2014
As an Investment Advisor we have the privilege of working with people to achieve their goals.  Often the conversations begin with a brainstorming session to identify the dreams that are desired and building a plan to achieve those dreams.  Identifyin

As an Investment Advisor we have the privilege of working with people to achieve their goals.  Often the conversations begin with a brainstorming session to identify the dreams that are desired and building a plan to achieve those dreams.  Identifying those goals and dreams can often be a challenge as we strain our brains to figure them out.

 

I constantly use my brain too, but you “Gotta have heart”.

 

 

 

If you are having a brain-block when it comes to your goals, look inside.  What makes your heart beat with excitement?

  • Is it the wind in your hair when you are sailing on the ocean? 
  • Is your happy place sitting back in your recliner knowing your family is financially stable?
  • Do you have trouble sleeping before an early morning tee time due to the giddiness of a morning round of golf? 
  • Do you dream for the silence of slicing through powder in a back bowl after a large snowfall?
  • How do you feel when you hand a homeless person a bowl of soup?
  • Do you yearn for the feeling of being pressed into your airline seat as the plane takes off to a destination you have never been to before?

Everyone has dreams, goals, and desires.  Quite often those require some level of funding - you need to have some financial stability to chase your dreams.  Conversations with clients can become quite revealing as clients try and determine their passions and dreams. How often do you write down your dreams, goals, and desires?  As humble Canadians, it’s probably not very often, if ever.

 

Writing down goals is scary for most people.  It forces you to face up to reality and it can often become a solemn moment of sadness as you realize your failure in past goals.  I tell my kids all the time, “Failure is ok, failure to try is not.” 

 

With the New Year upon us I challenge you to dump ice water on your head.  No wait, that was sooo summer 2014, I challenge you to write down some goals for 2015. 

 

These goals can be personal, professional, charitable, material, it’s ok.  These are your goals, not your neighbours.  You don’t have to share them either.  The idea behind writing them down is to make you accountable to yourself - not your spouse or advisor or mother… just you.

 

These are not Resolutions, these are goals.  Resolutions are things you would like to do, goals are things you will do.  Come hell or high-water, you will do them… I believe in you!