Control your destiny

By Luma Wealth on August 27, 2019

Get Inspired by Your Vision


Children aren’t afraid to dream big or announce their aspirations to the world. They just put it out there with declarations such as, “I want to be a firefighter!” or “When I grow up, I’m going to be a veterinarian.” Declare what you want to be when you grow up by creating a vision board.

A vision board represents your desires and aspirations.
It can motivate you by reminding you of the things you want to achieve.

How to create a motivational vision board:

1. Think about and prioritize your goals.
Consider where you’d like to be in 5-years, 10-years and the very long-term in terms of your career, relationships and wealth.
2. Represent your goals with images.
Use magazine cut-outs, photos or words to specify the future you hope to realize.
3. Create a plan of action.
Some people believe the power of a vision board is putting your wishes out into the universe. While positive energy may help, it’s a good idea to brainstorm strategies for achieving each of your goals. For example, if you want to put your child through college, open and fund a 529 plan with regular and automatic payments. If you’re interested in changing careers, sign up for an educational course that will supplement missing skills or join organizations that will help you with networking.
4. Keep your vision handy.
It’s easy to get caught up in everyday happenings. Regularly looking at your vision board will remind and motivate you to take steps to implement your plan.
5. Congratulate yourself for making changes.
There may be many steps and many years before your vision board goals are realized. It can help to acknowledge small successes and progress that brings you closer every day.

Your wealth advisor wants to champion your success.
Don’t be afraid to announce your aspirations to your wealth advisor, even if you still want to be a ballerina. We’ll work with you to create a plan for medical school, or whatever you need to turn your vision into reality.

Once you’ve created your vision board, work on turning your dreams into reality by creating a wealth plan with your advisor.


Luma Wealth is a group comprised of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment adviser. Some investment professionals may also be registered with Hightower Securities, LLC, member FINRA and SIPC. Advisory services are offered through Hightower Advisors, LLC. Securities are offered through Hightower Securities, LLC. All information referenced herein is from sources believed to be reliable. Luma Wealth and Hightower Advisors, LLC have not independently verified the accuracy or completeness of the information contained in this document. Luma Wealth and Hightower Advisors, LLC or any of its affiliates make no representations or warranties, express or implied, as to the accuracy or completeness of the information or for statements or errors or omissions, or results obtained from the use of this information. Luma Wealth and Hightower Advisors, LLC or any of its affiliates assume no liability for any action made or taken in reliance on or relating in any way to the information. This document and the materials contained herein were created for informational purposes only; the opinions expressed are solely those of the author(s), and do not represent those of Hightower Advisors, LLC or any of its affiliates. Luma Wealth and Hightower Advisors, LLC or any of its affiliates do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax or legal advice. Clients are urged to consult their tax and/or legal advisor for related questions.