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Achieving Financial Goals by Leveraging Intentions (4 Practical Steps)

  • Wisdom In Wealth

Most financial goals don’t fail due to a lack of money. They fail because of behavior. 

In this episode of Wisdom in Wealth, Chief Behavioral Officer Brendan Frazier shares how to keep your goals by tapping into the psyche. Goals focused only on a dollar amount often fail. Goals tied to your purpose and who you want to become are more likely to fuel the right behaviors. This sense of identity and vision can make decisions clearer and follow through easier. 

To anchor your financial goals in intentions, Brendan outlines 4 simple steps: 

  1. Identity Question: Reflect on who you want to become. 
  2. Intention Statement: Create an anchoring statement about your intentions. 
  3. Identified Behaviors: Write down specific behaviors that support your intentions.
  4. Visible Intentions: Keep your intentions in sight with a sticky note or digital reminder.

        Together, these steps can help anchor your financial goals in a deeper meaning and fuel behavior for follow through. 

        Click play to watch the full episode or explore more Wisdom in Wealth conversations. 

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