Improve Your Productivity Through Financial Planning

By Helene Segura, M.A. Ed., CPO® | March 2, 2023 |

 

You might be asking yourself, “What does financial planning have to do with productivity?”

 

Great question!

 

The answer is: More than you realize!

If you look at surveys and studies about sources of stress for individuals or couples or families, at the top of the list almost every time is MONEY.

 

People worry about various stages of finances:

*bills this month

*bills in the upcoming months

*current medical coverage and expenses

*saving for an event like a wedding

*saving for a major purchase like a car or house

*the kids’ future tuition expenses

*the kids’ tuition expenses this semester

*retirement

*medical coverage and expenses in retirement

*aging with a disability or in a facility

 

You get the picture. There are current worries, future worries, and way-way-down-the-road-worries. The point is, when there’s not a plan in place, there are constant worries.

 

When your mind is weighed down by worries as big and long-term as money and finances, it can bring your productivity levels in your professional and personal life to a molasses-like slowdown or even a crashing halt.

 

This is why it’s so important to have a financial plan.

If you’re in debt, what’s your plan to end that?

If you want to pay off your mortgage, what is your path to get there?

If you want to be able to retire before you’re 80 years old, how can you make that happen?

 

If researching the answers to those questions seems daunting because you perceive these as monster goals that require a lot of work, how about starting with a simple checklist for the rest of this year?

 

Take a look at this monthly financial tips checklist from T Rowe Price.

 

If you’re interested in a tax deadline calendar for the year, Hiscox has created one here.

 

Having a financial plan in place will remove that constant worry from your brain, which will allow you to focus better in everything you do, which will improve your productivity.

 

 

 

For more strategies and tips on how to be more productive and live life with purpose, take a peek at The Inefficiency Assassin: Time Management Tactics for Working Smarter, Not Longer.

 

About Helene Segura, M.A. Ed., CPO®

As The Inefficiency Assassin™, Time Management Fixer Helene Segura empowers professionals on the go with the tools to slay lost time. Personal inefficiency at work leads to increased stress levels, lower morale, higher absenteeism, more turnover – and rising spending on employee health care and hiring. Why not improve productivity, decrease stress levels, and increase profits instead?The author of four books – two of which were Amazon best-sellers – Helene Segura has been the featured organization expert in more than 200 media interviews. She has coached hundreds of clients to productivity success and performance improvement by applying neuroscience and behavioral modification techniques to wipe out destructive, time-wasting habits.Helene turns time management on its head by sharing both client case studies and pop culture examples to teach her mind-bending framework for decreasing interruptions, distractions and procrastination so that companies can spend more time generating revenue.

Leave a Comment