It’s not about the Money

As a financial planner, I have always maintained that for most clients – and especially for my favorite clients – it is not about the money.

It’s about helping them understand what they have accomplished and feel good about it. Then it’s about helping them figure out how they want to use what they have accomplished to make lives better – theirs, the people they care about or their community.  I find that I always have to dig deeper to find out what is really, really important to my clients.

That is the key to really helping people.

The Songs of our Ancestors

“The songs of our ancestors are also the songs of our children”

― Philip Carr-Gomm

You have a responsibility – a great responsibility.  The songs of our ancestors ARE also the songs of our children.  The song you are singing / living came from your ancestors.

Your children and grandchildren will sing the songs you teach them.  Be careful what you sing.  Whatever you sing – sing it with great intention.

Pay attention to the song you are singing.  If you love the song you got from your ancestors – great!  Pass it on.  With zest and gusto.

If you don’t love it, write a new one!  Do it with love, energy and abandon!

Sing the song you came to sing!  And send me a recording.


Your Mission on Earth

In his 1977 book “Illusions”, Richard Bach writes “Here is the test to find whether your mission on earth is finished. If you’re alive, it isn’t.”

He points out that each of us is here for a reason – with a mission – and that it is sometimes difficult to determine what that mission, or purpose, is.

Our first mission then is to figure out what that mission is.  Pay attention to what moves you, to what inspires you, to what brings tears to your eyes and warmth to your heart.

Keep moving forward with determination and you will find the reason you are here.

You WILL Leave a Legacy

I ask a lot of people what they want their legacy to be.  The most common answers I get are:

– I don’t have enough money to leave a legacy.

– I am too unimportant to leave an impact.

To those people, I say … “You WILL leave a legacy.  The only question is .. Whether you will leave it to fate or whether you will define the legacy you want to leave.”

Each of us will leave a legacy.  Every action we take, every interaction we have and every decision we make has an impact on the world.  It may be major or it may be minor.  The cumulative impact of all of those actions and decisions has a larger impact.

Do you want to stand by and see what they cumulative effect is?  Or do you want to define the impact that you will have?  I’m in favor of the latter.  I think we should each think about the impact we want to have on the world – and work to make it happen.