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  • Writer's picture Treavor Dodsworth CFP®, CPA, CKA®

#106 - Dream A Little

Dream A Little

A part of the financial planning process is talking through goals. Sometimes this conversation stops at what I will call practical goals, like pay for 50% of kid’s college education, and never actually dives into dreams.

Today, I want to remind you to dream a little. You can dream about your current day - “What would make today the best day ever for my family?” - and dream about the future - “I have always wanted to…”

I recently went to a nearby park and took a couple of hours thinking through different aspects of the business like what I want to focus on at the next client review cycle and praying through goals for the next year. During that time, I also wrote down a few recurring dreams that I think about occasionally.

One of those dreams is taking a month-long road trip to and through Alaska. Another dream, be a pastor where Allie is the worship leader. I have written down 7 dreams. To be honest, some of them are fairly ridiculous.

Life isn’t getting shorter. My encouragement to you (and me) is to just take the next step. Then evaluate. Then take the next step. Then evaluate. Then take the next step. I am taking this concept from a book I read called Action Trumps Everything.

By slowly taking the next step and then evaluating over and over you may find a dream that you thought was unattainable come to fruition.


Interesting Article(s) or Video(s)

A Wealth of Common Sense - The Death of the Starter Home?

  • You guys may know by now that I am a sucker for a good chart. Ben reviews the affordability of homes today not just by their price point but by what someone’s mortgage payment may actually be.


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