What is the IT that I am talking about in the title of this blog? The IT is life. I have spent the last year trying to balance IT. Three teenagers, three oversized dogs, home, career and then I have attempted to add a little bit of me time to the bag. With all the genuine rewards to life, IT can really be overwhelming at times. How do I make IT simpler?
Step 1. List the priorities.
- What is a have to? What is a need to? What is a want to?
- How can you spend your time best?
Step 2. Outsource
- Do what you do best and outsource the rest.
- Sometimes it takes a little money to make a little money. By having groceries delivered to the house for three months, you might just free up three hours a week to study for that designation that you goaled yourself to in 2019.
- If the budget does not allow for delivery, ask your best friend to do a shopping run for you. (You will be surprised how valued friends feel with you ask for help!) Ask her to zip off the wholesale club and buy in bulk that month. Stack up the peanut butter and jelly 64 oz. jars in your living room if needed and freeze the 3 loaves of bread that you bought in one trip. Bingo, time saved.
Step 3. Delegate
- If you have others on your team, share that priority list and get to work with them helping you.
- If your team in made up of teenagers, train them, guilt them, bribe them…whatever it takes to get those leaves picked up.
IT does not give out a trophy for participation. IT does not make judgement. IT will go on whether you do a task, or someone else does the task for you.
By having an advisor help you with your financial plan you can simplify your IT, especially if finance isn’t your thing. As an advisor I share conversations with my clients to help them identify their financial priorities moving forward. This perspective helps in establishing and moving towards goals like home ownership, education funding for the kids, and retirement. Many of my clients are busy parents balancing kids and careers. They don’t have the free time to organize, manage, and research financial goals. They engage me as their advisor to help them with these tasks. In most cases, there are many professionals needed when implementing a client’s financial plan for the future. Accountants, lawyers, and mortgage brokers are often part of our client’s team. As an advisor, I take the role in managing your team. Through identifying priorities, creating and implementing a client’s plan, and helping facilitate communication between professionals, I help my clients maximize the ownership of their financial future while simplifying their IT.