Hi! My name is Bob Wheeler, and I am a certified CPA with my own firm in Los Angeles, California. I’m also the CFO of The Comedy Store. I have been listening to clients talk about their money for over 20 years and have found that many people struggle with their financial decisions. It doesn’t matter where they live, what their profession is or the amount of money they make – most people feel they are the only ones who wrestle with finances.
Not true! If you have ever felt that you are the only one who can’t seem to balance a budget or you “just don’t get it” – you are not the only one!
You can begin to make some conscious choices about how YOU want to allocate your dollars. You can create a better lifestyle for yourself and your family.
One of the best ways to get started is to explore how you spend your money and your time. Take a step back and think about some of the emotionally charged decisions you have made in the past. Did those choices point you in a positive or a negative direction? If you find that a majority of those choices backfired, caused you anger, guilt or financial turmoil, you have the option to shift your focus to make proactive choices. Forming calm or thoughtful choices ahead of time can assist you in channeling your new direction.
Visualize where you want to be financially. By creating this destination or mental image in your imagination, you are now defining some life goals and can take steps to make that mental shift transform into a fresh reality.
In my early days of being a CPA, I found I was often more of a counselor than a “numbers guy.” Listening to my clients opened my eyes to the emotional impact money has on people. The “everyone else has it together” attitude permeated through a vast number of people who came to my office. I learned that a person can’t let their perceptions of what others are doing color their world. Each of us can empower ourselves for a change.
Let’s explore new pathways that will help you define the change you want in your life along with some tools to help you reach your destination. I would like to offer my thoughts and assist you in your journey toward a healthy relationship with your money. I hope you will check in with me each week to learn more.
Today’s tip for building your financial muscle: Know you are not alone; take time to explore past financial decisions to determine which choices worked for you.
Have a great week!
Bob
