“I want to get Organized” is too broad and unachievable. Here’s what I suggest if you really want to make a change.
I start every new client meeting with two very important steps. We review the current state of things for what is working and what is not, which then leads us to DEFINE THE GOALS. The goals are very clear, measurable, straight forward, and have an end date. We write them down and post them where they can be seen: the refrigerator, bulletin board, computer notes….
Here are some examples to help you plan your own personal goals:
* I want to be able to find the insurance paperwork quickly and without stress by February.
* I want to be able to see my clothes clearly so that I can get dressed more quickly in the morning before my big vacation in March.
* I want to set up my pantry and kitchen this weekend so ingredients and tools are easily available to make nutritious meals for my family.
* I want to clear the dining room table and have a system in place so the clutter (mail) does not come back. We will eat our meals at that table starting next month.
Go ahead and set your own goals.
Service Provider of the Week
Scott Halbrook, Agent, Farmers Insurance
* When is the last time you did a thorough review of your home, life and auto insurance?
* Do you know, like and trust your insurance agent such that you actually look forward to seeing him/her?
I want to introduce you to Scott Halbrook of Farmer’s Insurance. Scott is local to Montclair. He’s your neighbor and friend who wants to do the best for you. If it has been a long time since you had a review or you barely even know your agent, take the pain out of the process and give Scott a call. He will come to your home or office and take good care of you. And you will make a new friend. I constantly recommend Scott to my clients and he is my agent too.
scott@halbrookinsuranceagency.com
510-531-1432