3. Get organised | 10 tips to take care of your future, while you’re taking care of business

It’s true that running your own show takes a lot of time and effort, and it’s definitely something to take pride in. You get to experience the rewards, the accomplishments, the sense of achievement, but you also invest years of your life in getting things up and running, expanding your operation and keeping it on track.

In amongst all this doing, it can be hard to find time to get organised.

An unconventional filing system

“There are at least three significant reasons we resist contemplating our personal financial goals: it can be stress-inducing, we dislike numbers, it is socially taboo, and we are slaves to right now.” – Daniel Crosby

Do you ever file bank statements under ‘S’ for ‘stairs’ or ‘L’ for ‘later’?

With the best will in the world, we all put things in the getting-around-to-it pile now and then. It’s understandable – sometimes we just can’t get to everything. Having a backlog is fine, but when the backlog is a lot longer than the list of things you’re getting done it can become a problem.

As a business owner it’s inevitable that you’ll be short on time. It’s the one truly finite resource and while you can use it wisely, you can’t make more of it. The difficulty starts when you begin to lose sight of where you are, and the blurrier your financial picture becomes, the more likely mistakes are to creep in. The longer you leave it, the harder it is to get started and the more work it’s likely to take.

One file only

What you need is a single, all-encompassing view of your financial picture. A plan that you can physically hold in front of you that brings together everything you need to know about – all in one place.

It’s what we call your Metis LifePlan. We’re here to help you to get your financial house in order and to keep it that way. We can bring complete sense to an unruly collection of numbers and paperwork, showing you your lifetime cash flow modelling based on your current and anticipated income, expenses, assets and liabilities.

We’ll help you with tax planning, investments and pensions, and we’ll help you to draw even the most disparate of threads together to make one clear picture of where you are now – and how you’ll get to where you need to be.

Let us guide you

Over the coming weeks we’ll be sharing ten tips to taking care of your future, so that you can focus on taking care of your business safe in the knowledge that it’s all under control.

If you can’t wait and want to get your hands on the guide in full now, you can download it for free here.

But let’s talk about you

We’d love to start that conversation with you, so why not set up a face-to-face meeting today?

There’s no commitment, it doesn’t cost anything to talk through your plans with us and we’ll always be honest – we’ll only get involved if you and Metis Ireland are a clear match, and where we all agree we can add real value to your life.