We all need to make a living. However, making a living shouldn’t be the goal, the goal should be to make a life.
Making a life is being mindful of our limited time by living the way you want to live. It’s living life on your terms.
Would you like own your own business? Travel more? Spend more time with family and friends? Write a novel? Become an expert in another field of study?
With the media’s obsession on the economy, oil prices, interest rates, and stock price movements, one key question that gets completely overlooked is, “Are you trying to make a living or a life?”
Live the Life You Want.
Ask any business owner their top reasons they run their own business and you will likely agree with all of them: control your destiny; choose the people you work with; take on the risk; reap the rewards; challenge yourself; follow your passion; get things done faster; personally connect with clients; and feel pride in something you own.
How Do You Want to Live Your Life?
We help clients build the life that they want to live. Often one’s money and values are not properly aligned. A great financial advisor helps point out those discrepancies and highlight ways money can match your values. Some seem to believe that financial planning involves only planning the finances of our lives. Many planners cut right to the planning without exploring the “why” behind the money.
We identify our client’s deepest values which makes it easier to talk about important life changes, some easy and some hard. It’s important we talk about values and goals because it’s pointless for us to make financial planning recommendations if we don’t know what’s important to our clients and how they want to live.
Know precisely what you want in life. We help clients have a clear path.
- First comes understanding your values. This is a process we take clients through to fully vet their deepest “whys.” Most are surprised at what is revealed.
- From there, we can begin to map out our clients’ big goals; these goals will take money and have a date attached to them.
- Third, we look at where are clients are currently (assets, liabilities, income, future expectations, etc.).
It’s only knowing where you currently are and the journey you’d like to experience before a well-designed road map and be constructed. A comprehensive financial plan deals a lot with finances, but it’s more than that, it’s tool to help you Maximize Your Return on Life.
I believe “you can do anything you want; you just can’t do everything you want.”
-Paul R. Rossi, CFA