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NEWS YOU CAN USE

The Wall

3/29/2017

 
Picture
This is one of the walls in the reception area of my office.  You can see I like to hang lots of little items there. The items were picked with some care, they are meant to convey to clients and prospective clients a sense of who I am and what I believe in. They are also there to remind me of what I aspire to. If you came to my office you would find that none of the items on the wall relate directly to money or wealth in the traditional way you might expect at an investment advisor’s office (though there are other places where you could find some of that).

The items on the wall are there to remind me that money is just something that allows us to live fuller lives. It is not a goal in and of itself. One of the plaques reads “Enjoy the little things in life because one day you will look back and realize they were the big things”.  That is a reminder that everyday I have the chance to enjoy something. It may not be a big new shiny thing, but that is not important, what is important is for me to be mindful and grateful for all that comes my way.

One of the cards reads “You are what you eat…I need to eat a skinny person” That is there to remind me to have a sense of humor and to laugh once in a while. Life is meant to be fun.
​
Another reads “Success is getting what you want, happiness is wanting what you get” That’s a reminder that I am as wealthy as I allow myself to be, by being happy with what I have.
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Maybe you have a wall of your own. Maybe it exists only in your head. What do you hang on your wall? 

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  • HOME
  • SERVICES
    • Financial Planning
    • Tax Planning
    • Fiduciary Investment Management
    • Small Business Planning >
      • Business Retirement Plan Advisory
  • ABOUT US
    • WHAT IS A FEE ONLY ADVISOR?
    • FREQUENTLY ASKED QUESTIONS
    • OUR TEAM
  • BLOG
    • BLOG
  • SCHEDULE AN INTRO CALL
  • CONTACT A FINANCIAL PLANNER
  • FORM ADV PART 2