Your Ideal Life Tip: Find the Best Use of Your Time, Delegate the Rest

16 Sep 2015

We have many clients who are very detail oriented and are prone to suffer from what I call paralysis by analysis. They feel the need to crank out every possible combination and permutation. If financial planning were pure science, a computer program could replace the role of financial advisor. But no computer program can understand the art of financial planning. It takes finesse to help someone align their most deeply held values with their most important goals. We try to help our clients who are experts in their own fields understand that delegating financial matters does not suggest they are not smart. It’s just suggesting that maybe there’s a better use of their time.

As part of values-based financial planning, Cornerstone Financial Strategies helps people weigh the value of delegating by walking them through a “quality of life” exercise. It’s a worksheet on which they list various activities and, for each, decide whether it could be delegated, how much time they would like to spend on the activity each week, three ways they could improve that aspect of their life, and the impact of those improvements.

What it boils down to is this: time, not timing. Think, always, about what matters in life. Our tagline is not: “Hunker down over those spreadsheets.” It is this: “Live Your Ideal Life.” That’s what it’s all about. When you understand that, you understand the true value of time.


Brad Berger
Brad Berger

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