Family and Finance

The key to success is action, and the essential in action is perseverance. – Sun Yat-sen

Are your Actions in line with Your Financial Goals? It is widely agreed that action is key to success.

That is, of course, if your actions are in line with your goals, taking you ever closer to achieving those goals. If, instead, your actions are not aligned with your goals, they will hamper you or even set you further back.

Here are a few examples of some actions that will have a big impact on whether you achieve your financial goals or not.



Goal Actions aligned with goal Actions NOT aligned with goal
Reduce expenses Making your own lunch Buying takeaways often
Saving water and electricity Taking out new subscriptions and memberships
Sticking to your shopping list Not having a budget – or not following your budget
Saving Paying your savings first each month into a separate account Using the money budgeted for saving for spending  
Pay off debt Paying more than the minimum payment each month Carrying your credit card with you and still using it
Retirement Contributing regularly and as much as possible to a retirement plan Using your retirement funds for other purposes when you change jobs
A dream becomes a goal when action is taken toward its achievement.

– Bo Bennett

A few simple actions, aligned with your financial goals, will go a long way to help you achieve success.

Another simple action that will take you closer to achieving your financial goals is to contact your financial coach, who is ready and able to help you align your actions with your goals.