There is an old saying that “the grass is always greener on the other side.” However, is this true?
During this time of year we are to take a moment to recognize the things that we are thankful for. Sometimes, I believe that it is too easy to cloud the joys we have with the sorrows we dwell on.
As I meet with clients and prospects on a daily basis, I find myself reminded and re-reminded of the joys that exist in peoples lives and the challenges in others. This brings me to humility.
Now, as a Financial Advisor, this would seem like a blog that is out of character, but I say just the opposite. Most of the prospects that I meet with, if they work with a Financial Advisor already,
will often say that “what I am discussing with them is not how they have ever heard it before.” I am not trying to injure my arm with a pat on the back, but when I dig deeper to that statement,
those prospects will often say “it has just been about growth and performance, not taxes, income, and giving.” I understand the confusion but remain confused to the motives.
When I speak to clients and prospects, I speak to wealth and investing as a tool to accomplish the things you want to do for you and the things you want to do for others. This is not a conversation
about growth percentages and wealth building.
Now don’t get me wrong, we have great Investment Advisors working with us that have the goal of positive growth and loss avoidance,
but truly, take stock in what the value of those savings is supposed to do for you, and the gift to what its appreciation can do for your future and for the future of those you care for.
I am thankful for a lot of things: good health, great kids, a loving wife, food on the table, and the hope for a great future.
I am blessed that I bring value to staff that work with me….not for me, to ease the challenges of many our clients current and future goals.
I am fortunate to be surrounded by intelligent, caring advisors to our firm to help us bring this value with the greatest of due diligence and oversight.
And I am humbled that the good Lord has given us here at Rundahl Financial Consultants the capacity to serve those with all these gifts.
During the stressful times we live in, we often fail to take the time to be grateful for the many blessings we have.
During this season, take time to take stock in the greatest “investments” you could have, family, friends, your good health, and joy of a safe happy holiday.
And football, don’t forget the football. Blessings to all during this Thanksgiving season.
-Dan