I recently heard a phrase that made me think of many of you: “How you do anything is how you do everything.”
If you’re someone who finds time to prioritize health—whether that’s a quick run before the chaos of soccer practice, swapping fast food for a healthy alternative (even if it’s from Chipotle!), or simply staying disciplined in your choices—you already have the foundation for achieving financial freedom.
I believe this and I’ll explain.
The Connection Between Health and Wealth
People who maintain a healthy lifestyle:
- Set goals: Maybe it’s losing 10 pounds, running a 5K, or just staying energized for their kids’
- Create a plan: They meal prep, schedule workouts, and prioritize disciplined healthy habits
- Stick with it: Even when they’re busy, tired, or not seeing results right away, they stay committed.
Sound familiar? These same principles apply to building wealth and striving for financial independence:
- Set Financial Goals: Want to retire early? Pay off your mortgage? Build a college fund for your kids? It starts with defining what success looks like.
- Create a Financial Plan: Just like meal prepping or planning workouts, you need a roadmap for your money—one that includes saving, investing, and tax strategies.
- Stay Disciplined: The results don’t come overnight, but with consistency, the habits you build today can lead to incredible long-term financial outcomes.
Discipline in Action
Take Sarah and James (people just like you). They’re both busy professionals with three kids and a packed schedule. Despite the chaos, they’ve always prioritized their health—they run half-marathons, meal prep on Sunday’s, and stick to routines that keep their family on-track throughout the week.
When we met, we shared a good laugh, as they began to realize that while completely capable, they hadn’t applied the same focus to their finances.
Like many families, they had scattered accounts, underfunded brokerage accounts, rising tax bills, along with new headaches and complexities like stock options.
We worked together to bring the same discipline they continuously apply to their health, to their financial life:
- Set Clear Goals: They decided to prioritize building financial independence while still enjoying their family life today.
- Created a Plan: We consolidated accounts, agreed upon a long-term investment strategy, and implemented the plan.
- Stayed Consistent: By automating savings and regularly reviewing their plan, they’re on track to meet their goals—all while keeping life simple.
Flourishing
Today, Sarah and James are flourishing. They’re building wealth, preparing for the future, and living the life they want today. They’re doing this without sacrificing all the fun, they just simply have a plan and are applying discipline.
What About You?
If you have the discipline to prioritize your health, you already have the skills to build financial freedom. Don’t be overwhelmed, you don’t need to figure it out alone. Let’s work together to use your discipline to build a financial plan that aligns with your goals and values.
If this sounds like you, click here to schedule a quick intro call, or maybe consider forwarding this email to someone you care about that might be able to relate.
Here’s to a healthier, wealthier future, I’m here for you.
Nic
This is a hypothetical situation based on real life examples. Names and circumstances have been changed. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your advisor prior to investing.
