Philosophy
Values | Goals | Decisions | Actions
A pillar in our relationship with our clients is the mutual understanding that they are the client, their money is not. The money is simply a resource, a tool to help them live the life they want. We know and anticipate the planning opportunities our clients will face, and serve as a guide to our clients as they navigate the inevitable decisions to be made. We see our clients’ life stage as an asset and an opportunity. We believe our clients are in an optimal position to plan, that early intentionality is an asset, and time is a core tenet in the formula of compounding.
Values
Values is your purpose, the why in what you do. We start with understanding what is of most importance to you, set this as the anchor of our planning, and continually reference this with each goal set, decision made, and action taken. After countless conversations, I’ve come to find that very few people actually understand why they do what they do. This often leads to people being wildly successful in something completely out of line with what they initially intended. That’s like climbing a ladder to only realize it was leaned against the wrong wall. Sure you climbed real high, but you still didn’t get to where you wanted to end up. Let’s start with and continually align with your why.
Decisions
Everything in life requires a decision, mandates tradeoffs, and has opportunity cost. If you choose one thing, you are, intentionally or unintentionally, giving up another. In his book, Essentialism, Greg McKeown states that “Essentialists see trade-offs as an inherent part of life. Instead of asking, ‘What do I have to give up?’ they ask, ‘What do I want to go big on?’.” We help our clients distinguish opportunities from distractions, consider the tradeoffs, and to make decisions intentionally
Goals
A goal’s purpose is to inform the next action to take and to provide context for our decisions. The thing is, goals change, and that’s ok. There are plenty of studies that illustrate the power of goal-setting, yet many people don’t set goals. Perhaps this is for fear of feeling tied to a goal that, in the future, is no longer deemed of importance; or maybe its just difficult to imagine what to expect or hope for “one day.” I give you permission to let go of trying to pinpoint what exactly you will do “one day”, and to simply to set intentions, goals that will inevitably look different in the future, just as your current goals look different than the one you set 10 years ago. The goals we set will simply determine our best next step.
Actions
It’s time to act. The best planning is worthless without meaningful action. Meaningful action is acting in a manner that is aligned and consistent with the goals that have been established. I once heard someone say that a hypocrite is someone who’s actions don’t align with their identify. We help our clients consistently take actions that are consistent with who they are and what they seek to accomplish. We help our clients take meaningful action, because we anchor into what is meaningful to their lives.