Protecting your goals from your opportunities
October 6, 2026 •
When you get that big check from selling your business, you suddenly get flooded with “opportunities.”
Like businesses to invest in, or family and friends who have big ideas you can help them with. Or maybe you even start to think about buying another business and running it yourself.
So one of the things we help you do is protect your goals from all those opportunities.
Because, well before you ever get that check, we’re going to ask you what you really want to do after you’re out of your business.
- How do you want to spend your time?
- How much money do you want to take “off the table” and out of other investments?
- Who do you want to support and spend your time with?
Having a partner like us to bounce your ideas and goals off of, and help you stick to them, can be a really useful tool in your tool belt so you don’t get distracted or pulled in a bunch of different directions.
Like we often say, making money and keeping money are two different skill sets, and it’s our job to focus on the keeping money part.
And to help our clients get better at that part, too.
You know how it happens: You get some big windfall and suddenly people come out of the woodwork to present different opportunities to you, and you’re going to have a really hard time saying no.
That’s how success works, right? The more successful you become, the more opportunities you get, and some of them are going to look good. And all of them probably have some merit.
So which ones will you say yes to, and which ones are you going to have to get good at saying no to?
Having a clear plan, well ahead of time, gives you something to benchmark those opportunities against. And you can ask yourself, “Is this really worth changing the plan for?”
Without a plan, though, it’s just you and your ability to say no to things that sound good, look good, and come from people who want to help.
Without a plan, your opportunities may take you farther and farther away from your goals.
So let’s talk about those goals soon, so that when you get those opportunities, you know which ones are worth it.
And which ones to protect your goals from.
-Jason
Book a JobWalk with me and we can start the conversation.
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HFM Investment Advisors, LLC is a registered investment adviser. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. All investments involve risk and are not guaranteed. Information expressed does not take into account your specific situation or objectives and is not intended as a recommendation appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment advisor to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
