With decades in the financial industry, it’s been interesting to work alongside some friends and their families for years. I’ve gotten to witness many of their big milestones—and share mine, too.
Some goals have changed over time. It has happened in many different ways. Births and deaths can shift priorities. Sudden windfalls can open up opportunities and goals that once seemed unthinkable.
One quality connects a lot of the most successful goals: they stay flexible.
Is it cheating to say that a goal that changed is still a win? Well, was the birth or the death or the sudden windfall “cheating”? These questions are sort of beside the point. If life is change, a flexible mindset is the winning one.
It’s easy enough to mistake tension for focus or drive. But tense muscles don’t work as well as pliable ones. A marathon runner who cramps up, a surgeon who forgets to breathe—those are not success stories in the making.
We’ve loved getting to help clients meet those huge, lifelong dreams, of course, but there’s no romance in a dream that swallows you up. You can’t white-knuckle your way to your dreams.
We think it’s possible to set our sights high and roll with things along the way. That’s why we put so much stake in the plans and planning that go into your financial situation.
And it’s why we enjoy the work so much. Giving shape to dreams can be as thrilling as seeing them through—in fact, you can’t get there without it.
Clients, when you’re ready to talk about this or anything else, let us know.