Create Your Own Adventure

© Can Stock Photo / Elenathewise

Narratives, or stories, are how we understand the world and our place in it. They have played a powerful and positive role in my life. For example, the narrative about working to age 92 has given our enterprise a vitality and dynamism that those coasting toward retirement may lack—among other benefits.

More importantly, your narratives shape the work we do for you. While your story is highly personal and unique, many fall into one of three general patterns.

1. Some of our clients are retirees whose narratives involve being a good steward of their wealth, enjoying life by living modestly but well, and aiming at leaving a legacy to succeeding generations.

2. Others are more focused on travel or other things that were not possible during their working years, and having the cash flow to comfortably support those things.

3. Younger clients often are aiming at building financial security and ultimately becoming financially independent.

The foundation of your narrative is your core principles, or what you are trying to do with your life. When your story connects with the most fundamental thing about you, it may be more likely to become true. What are the three most important things in your life?

Where and how do you want to live? What role will family play in your activities? How will you spend your time? Will you work at something you enjoy for pleasure in later years? Is entrepreneurship in your future?

You do yourself a big favor when you realize that life is your own adventure. You can create it.

Sometimes your story has to change because life happens. One chapter ends and a new one begins. We are almost never done with new chapters and new stories. Resiliency and adapatability, making the most of what you have to work with, are useful additions to any story.

Clients, if you would like to talk about your story or anything else, please email us or call.


The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.