The Checkbook and Calendar Test

By David Geller   |   July 11, 2015

My father used to quip, “If you show me a person’s checkbook and calendar, I can tell you what’s most important to him or her.” I’ve always thought that statement contained a lot of wisdom. We spend our time and money on what matters MOST to us.

If you gave your friends a copy of your checkbook and calendar, then asked them to identify what matters most to you, what would they say? How would you feel after hearing their assessment?

Would you feel confident and grateful that you were living a life that is consistent with your values? If so, give yourself a pat on the back.

Would you have a sinking feeling in the pit of your stomach that your life didn’t align with your values? If so, don’t despair. Rather, view this exercise as a wake up call. How can you integrate your life with what matters most to you?

David Geller

About the Author

CEO David Geller co-founded the firm in 1991 and led the creation of Behavioral Wealth Management. Recognized on numerous prestigious "top financial advisor" lists, David is an in-demand speaker for professional groups and JOYN workshops. His writings have appeared in The New York Times, The Wall Street Journal and The Huffington Post.

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