Purpose or Panic

(edited transcript) … What really are we trying to accomplish? Money is just a tool. In and of itself it’s not going to bring you the things you hope it’s going to bring. We think money in and of itself is going to create a certain level of happiness. We think a thing we might achieve is going to create a certain amount of happiness. And when it doesn’t, a subconscious panic starts to set in. And we’ve seen this time and time again, and I think we all can relate to it at some point. Really striving for something, getting it, and then we don’t feel the way we thought we should feel. That’s why we talk about purpose, then plan, then portfolio. Really defining it, and defining it with a lot more specificity, is critical. And I think people have ideas of what it is, but I’ve used the analogy of– it usually stays in the place of the good idea that you have when you’re brushing your teeth. Makes sense in your head and it sounds good in your head, and then you go to tell somebody else about it for the first time and it’s not quite as clear. And it doesn’t mean it’s not a good idea, but it needs to be refined, it needs to be fleshed out, and that usually needs to be done in conjunction with someone else. And that’s the kind of partnership, the kind of relationship that we certainly want to provide to our clients.

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Purpose or Panic

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