attitude adjustment

Got To Do It? Get To Do It!

photo shows a bunch of balloons against a blue sky

Sometimes the business of life feels just like that: business. The business of staying healthy requires an occasional trip to the dentist or a plateful of greens when you’d rather eat something else.

But we’ve noticed a curious thing lately among some financial planner types. One related that a client said their meetings were like going to the dentist. Another compared the task of financial planning to eating your vegetables. Both talked about the planning process as something that is unpleasant, necessary, but good for your long-term welfare.

Our business with you does not feel like that.

Clients, we wouldn’t pretend to speak for you, but we often find both relief and joy in finding order in life’s chaos. It’s a pleasure to come to understand the meaning of your wealth. It seems we all get a little giddy when we check in and confirm you are on track for your long-term goals or can get your investments better aligned with your values.

What a treat!

As time goes by, the product of investment gains is sometimes wealth beyond expectations. (No guarantees, of course.) Reviewing a long history of beginning balances growing over time feels more puppy dogs and rainbows than dental appointments and bitter veggies.

Psychologists say attitudes are contagious. Some people have told me that I myself have a positive outlook. But that probably would not fully explain the difference in the tone and tenor of our meetings, compared to those dental appointment types. Maybe it comes down to these things:

  • We look for a good philosophical fit before we even begin a working relationship.
  • We believe that those not born with good investing instincts can learn.
  • We trust people to be the experts of their objectives and what they want to accomplish.
  • We strive to meet people where they are, to talk about our areas of expertise in only those ways that everyone participating has a grasp of what is going on—and what we are doing about it.
  • We keep our focus on the long term, to increase the chances that people get to their most cherished goals.

People working together, in mutual respect—that’s what we strive to be about. And what a joy it can be.

When you’re ready to collaborate on your plans and planning, email us or call.


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Mind Games

© Can Stock Photo / JohanSwanepoel

What do you think when you hear the phrase ‘mind games?’

It has a negative connotation, doesn’t it? One person is trying to gain an advantage over another through the use of nonproductive emotions or attitudes. But that only applies to the two player version.

There is a solitaire version of the mind game that may be exactly the opposite of the two-player game. The Solitaire Mind Game can be a positive way to shape your attitude. A recent example illuminates this.

Most of us have had the experience of a stressful day of travel. You know my schedule includes a couple travel days a month, sometimes more. But my stressful travel days are pretty much over.

I simply decided to have relaxing days of travel instead of stressful travel days. My life has been better since. Same mode of travel to the same destinations, but now relaxing instead of stressful.

I know how to find good food and beverages, and the quietest, most comfortable places to work when traveling. Getting to them usually provides some exercise, which would otherwise be lacking on those days. This blog is being written partly in a nice café that serves Scooter’s coffee and happens to be in an airport, partly on a plane where they serve just about anything one might choose to drink.

Sometimes I need a few hours of quiet time to do some strategic planning. Or figure out new ways to make things better for you. The enforced solitude of travel is a good thing, because it gives me time to ponder things that take time to ponder.

And it isn’t all work-related! Life in the 21st century has some features that contribute to relaxing days of travel. I have eighty-seven good books and my complete music library with me, on a device no bigger than a spiral notebook. Those electrons are pretty easy to lug through the airport.

After a relaxing day of travel, I am ready to meet people I enjoy or run errands that need to be run. This is so much better than enduring stressful travel days! And I owe it all to the solitaire version of Mind Games.

Clients, please call or email to find out why I am grateful for flight delays, or to learn why you might be grateful for market volatility, or to talk about anything else on your agenda.


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