Personal Values

How does Charitable Giving fit into your Financial Plan?  Based on the numbers alone, it shouldn’t.  Giving away money will not help you achieve your own financial goals like Retirement or buying a new home.

Most of us seem to have a disconnect between what is deeply valuable and important, and how we handle our finances on a daily basis.  When a client really feels like they are struggling financially, that tells me they are probably directing money into things that are not fundamentally important to them.

When is the last time that you and your spouse had a financial conversation that reflected deeply on your family’s unique values and goals?  Considering everything, what are the most important things to you?  What are you passionate about?  What is your spouse passionate about?  How would you like to reinforce these values with your finances?

It is important to me that I get to know my clients well, understand what is important to them, and what their vision is for the world around them.  When a family’s values really click with their financial planning, the results can bring a lasting sense of fulfillment and direction.

Early in our marriage, Hayley and I followed some wise advice and had some long discussions about what was fundamentally important to us – and we’ve come back to these conversations occasionally. We spent our first couple months of marriage touring around Kenya & Tanzania, where we met our sponsored children and many other fascinating people.  It is not surprising that one of the underlying themes of our family values is to provide other people with the opportunities to improve their own lives.  Working through charities to this end has been a financial priority, which reinforces the underlying value.

I would be happy to help your family start the conversation.