Help Your Clients Achieve Successful New Year’s Resolution Results in 2016


Help your clients achieve successful New Year’s resolutions to realize financial wellbeing in 2016 with the following tips.

As we look forward to 2016, we look back at 2015 and some of the helpful advice offered in the Financial Social Work blog. While you can not guarantee successful New Year’s resolution results for your clients, you can offer some of the following advice to increase the odds of them changing financial behaviors which are keeping them from taking control of their money and their lives.

Eliminate Goal-Setting Mistakes

Research shows that failing to keep New Year’s resolutions for longer than a few months is the norm in our society. One of the main reasons your clients will fail to stick with their financial behavior changes for the long run is that they, more often than not, set unrealistic goals. Helping your clients avoid these three goal-setting mistakes found in a previous blog post is a good place to start when you goal is to help your clients improve their chances of sticking with their resolutions.

Set S.M.A.R.T. Goals

Now that your clients understand which mistakes to eliminate, you should also share steps for creating success-oriented goals for their New Year’s resolutions. The S.M.A.R.T. goal-setting method empowers your clients to both set and succeed with their financial goals. S.M.A.R.T. goals are Specific, Measurable, Achievable, Relevant and Time-bound, When you share the S.M.A.R.T. goal-setting strategy with your clients, you are giving them a powerful tool for achieving successful New Year’s resolutions.

Understanding Financial Behavior

Your clients will not achieve their resolution to achieve financial wellbeing if they lack an understanding of not only how poor financial behavior affects their lives, but also how to turn their financial lives around in a positive direction. Without this understanding, they will not be able to set S.M.A.R.T. financial goals that lead to long-term financial behavioral change. Start your clients off on the right foot with the knowledge and action steps found in this blog post which empower financial behavioral change.

Create Healthy Spending Habits

Healthy spending choices are another major determining factor for whether your clients will or will not see success with their financial wellbeing resolution. Without healthy spending habits, your clients will continue to create financial instability in their lives which will derail their New Year’s resolution for financial stability. In the Financial Social Work Certification, you will find questionnaires which will help your clients learn about their personal spending habits and choices and whether or not those habits and choices are helping or hurting their effort to create a better financial future — a future of financial stability.

Power of Positive Change

Along with the above steps, helping your clients create positive change in their lives is an essential aspect of empowering those clients to achieve long-term financial behavioral change and financial security. How can you offer the knowledge and action steps to create positive change and improve their chances of New Year’s resolution success? You can start by using these 10 tips which help lead your clients in the direction of positive change and put them on the path of taking back control of their money and their lives.

Written By Reeta Wolfsohn, CMSW

Help Your Clients Achieve Successful New Year’s Resolution Results in 2016 was originally published @ Financial Social Work and has been syndicated with permission.

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