Why financial goals feel so boring
During a recent coaching session, a client said something that stopped me in my tracks: “It’s hard to get as excited about financial goals as it is with other things in my life.”
She nailed it.
Because “financial goals” as a phrase? It’s dry. Practical. B-O-R-I-N-G.
The goal isn’t the problem. It’s how we think about it.
If we’re only focused on the numbers, or what we should be doing, it’s easy to lose motivation.
But…when a financial goal is tied to your values, it changes everything!
👏 You’re no longer “saving for retirement.” You’re building financial security.
👏 You’re not just “paying off debt.” You’re creating peace of mind and freedom.
Even my 25-year-old son felt the shift.
He and his wife recently saved $10,500, and he texted me:
“It feels good to actually save a sizable amount of money for once. Having a well-defined purpose to it helped a lot.”
Purpose is everything!
So if financial goals have felt uninspiring or tough to stay committed to, start by asking yourself:
What will this help me feel?
What will this make possible?
What deeper value is this goal connected to?
That’s where the excitement lives.
P.S. In my Wealth Together program, this is one of the first things we uncover: how to shift from “what I think I’m supposed to do,” to building something that reflects your values—together.
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