Your Money Journey: Lisa Sakai
One step at a time… the best way towards financial security.
When life feels overwhelming, taking one step at ta time can be a game-changer. One of my clients recently shared her strategy during a call. Her approach? Simple. She tackles one task every week to avoid stress and make steady progress. This method has helped her achieve various goals, from setting up a trust in 2016 to working on her financial planning with us.
Embrace The One-Thing-A-Week Strategy:
During our conversation, my client mentioned that doing too much at once leaves her feeling down and unaccomplished. By focusing on one thing a week, she avoids that trap. This approach ensures she doesn’t burn out and can stick with her plans.
Here’s the beauty of it: Each week, she makes a small step forward. Over time, these small steps add up to significant progress.
One Step At A Time Is Not A Personal Trick:
This strategy isn’t only for my client or for finance; it’s widely endorsed across many areas of life and success. Even Emily Dickinson has a quote that fits perfectly: “One step at a time is all it takes to get you there.”
“Ask yourself if taking it one step at a time could bring you closer to your goals.”
Think about it. When you beat yourself up for not meeting financial goals or other targets, you’re often stuck in a perfectionist mindset. This mindset can actually slow you down. Instead, ask yourself if taking it one step at a time could bring you closer to your goals. The answer is often a resounding yes.
Why The One Step At A Time Method Works:
Pushing yourself to do everything at once can be counterproductive. You might feel overwhelmed and give up altogether. Here are some benefits of the one-thing-a-week strategy:
- Less Stress: You’re not overloading yourself with tasks.
- Consistent Progress: Small steps lead to big changes.
- Sustainable: You’re more likely to stick with your plan.
- Builds Confidence: Each completed task boosts your morale.
Take the First Step Today To Reach Your Goals:
So, why not give it a try? Pick one task you want to complete this week. It could be anything—setting up a new account, organizing a part of your home, or planning a small project. By the end of the week, you’ll have made progress. Repeat this every week, and watch how these small steps accumulate into significant strides toward your goals.
“Pick one task you want to complete this week.”
One thing a week might sound too simple, but don’t underestimate its power. Over a year, you’ll complete 52 tasks. Imagine how far you’ll be! So, take a deep breath, resist the urge to do everything at once, and take that first step. You can achieve your goals, one week at a time.
Remember, achieving your dreams doesn’t require a sprint. Sometimes, the best way forward is one steady step at a time.
And while each step matters, it’s also about building systems that keep you moving in the right direction.
Success isn’t only about discipline and effort, it’s also about creating structures that make life’s goals easier to achieve. Small practices like setting reminders or keeping a journal can transform daily actions into long-term habits. The same principle applies in other areas of life: organizing your finances, updating important documents, or even checking in with an estate planning lawyer to make sure your future is in order. With supportive systems in place, stress decreases, clarity increases, and your energy is freed up to focus on what matters most.
Note: Investment advice offered through Integrated Financial Partners, doing business as One Vision Retirement, a registered investment advisor. The information in this material is for general information only and is not intended to provide specific advice or recommendations for any individual. Integrated Financial Partners does not provide legal/tax advice or services. Please consult a qualified legal/tax advisor regarding your specific situation.
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About the Author:
Lisa Sakai is a Financial Consultant who works with clients on Bucket List Acceleration and getting to live the life they want now. As the co-founder of One Vision Retirement, she has been working with clients across the country for over 12 years. Lisa’s advice provides easy to understand, logical steps and exercises that people can take action on right away. Learn more about Lisa Sakai here at One Vision Retirement.
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