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  • Writer's pictureKathy Patton

Deepening Your Roots, by Kathy Patton

Updated: Feb 21

“Every action you take is a vote for the type of person you wish to become. No single instance will transform your beliefs, but as the votes build up, so does the evidence of your new identity” - James Clear, Atomic Habits




It’s probably no surprise to you that I’m a big fan of goal setting, which is one of the reasons we launched the Walden Roots: Discovering Your Financial Purpose process in the first place. When you are crystal clear on the life you want and the person you wish to become, we can help you to define the financial actions that will begin to add up to your new identity.

 

While it truly is that simple, it’s not easy. If we want to be something different in the future, then we must change our behavior now.


Therein lies the rub.


How often and in what detail do we talk to each other, or ourselves, about money as it relates to our goals? Establish a regular cadence THIS WEEK for thinking about, meeting, and talking about money as a vote for your new identity.


Is the way I spend money now reflective of who I am trying to become? Download the report from your credit card that categorizes your expenses THIS MONTH and take a step toward gaining an understanding of what your money is fueling.


Do I dread gathering and organizing all the data my accountant needs to do my taxes this year? Send an email to your accountant right now (go ahead, open another window as you’re reading this) and ask, “What one thing could I do with my data this year that would make it easier for you to prepare my taxes?”

 

As you set your financial goals for 2024, define the first action, no matter how small, that you will take in support of that goal. Every action creates a vote. This year, begin your campaign by voting for yourself.


If you found these thoughts to be interesting, helpful or entertaining, please feel free to share with a friend.


Dandurand Financial Partners, LLC d.b.a Walden Financial is a registered investment advisor offering advisory services in the State of Ohio and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training. The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision. Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site. The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Dandurand Financial Partners, LLC d.b.a Walden Financial disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. Walden Financial does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall Walden Financial be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if Walden Financial or a Walden Financial authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.



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