Clients, the wealth you bring to the shop is meant for the long haul.
We often say that the grocery money doesn’t live in here. The car breaks down or the washing machine gives out? You don’t call us for that. Long-term money lives in long-term investments, aimed at long-term goals—the next stage of life, retirement, perhaps the needs of descendants, and so on.
But once all those different goals are on track, we’ve still got some choices to make. (It’s a nice problem to have, surely.)
As habits or hobbies or whole stages of life come and go, we might take a fresh look at our discretionary spending.
What if you started thinking about your legacy and impact as a regular part of your budget, now?
- What are you not doing that you wish you were doing? Maybe you’d love to become a major contributor to a cause you’ve been volunteering for.
- What do you wish your community had that it doesn’t have now? Maybe you could lead the driving force behind a park improvement, a new service for a preschool or senior care facility.
- Where might your money save time for someone you care about? Maybe someday it would be your turn to be the benefactor of the local library foundation or to help the school go digital with its historical records.
Starting a project like this is just like budgeting for any other financial goal. Just ask the big question today: what would you have to change in order to afford this new choice?
We don’t mean to make any of this prescriptive. After all, you are the one who must live your life—not us! But there might be a chance to unlock some exciting opportunities, if only we get a little more intentional or organized now. Who knows?
Clients, if you would like to talk about this or anything else, please email us or call.
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