It’s time for the big reveal: I’m not a fan of spring cleaning.
Once I’ve finally dug in and begun the process, I enjoy organizing shelf space and rearranging household supplies so they’re easier to find. When it’s over, I’m always glad it’s done, and I love that when I want something, it’s right at my fingertips. Yet, if you asked me what my least favorite five tasks around the house would be, cleaning closets and organizing the garage would be near the top.
I mention this because the other day someone mentioned that for her, financial organization is like a trip to the dentist. She dreads the process and can’t wait for it to be over. My friend said that she’d much rather focus on her craft than organize her money. She loves the tools that I’ve made available and the coaching that she receives, but in the end she cried, “Miata, why can’t someone just do it for me?”
Ouch.
Let’s be clear. Most of my audience isn’t in love with the financial planning process. They don’t relish budgeting. I can’t recall any stories about my students jumping out of bed in the morning, clapping hands and screaming, “It’s time to review my car insurance!” Shockingly, it doesn’t happen. So why do people subject themselves to this process? Why do they endure the pain of learning how to streamline their financial lives? Wise savers know that the same truth about organizing closets applies to their financial picture. Once it’s clean, everything goes more smoothly. Items don’t get lost. Money decisions quicken. Accounts are easier to follow.
A solid financial plan frees up more time for your craft
