I have always appreciated gaining the perspective of those around me, especially when I am feeling undue pressure. This fall I took on a big project – building a large deck out of concrete blocks and pavers. The job required a lot of precise measuring, leveling, and grading. I got so wrapped up in the project that at times I was trying to get almost every paver perfectly level. Thankfully, my neighbor, without whom I could not have completed the project, gently reminded me that even professionals are not as particular as I was attempting to be. I needed his calming perspective.
I enjoy meeting with clients to help them pursue their goals and dreams and provide our perspective on prudent financial planning. A common concern: Will we have enough money to meet our needs and do what God has called us to do when we are not working full-time?
Many of our conversations involve listening and responding with our perspective. We find ourselves managing emotions as well as assets, especially when markets are volatile. We believe that money is a provision that God has given each of us. Our goal is to help people be good stewards of those provisions. We believe diversifying assets and using investment strategies that have the potential to smooth out the ripples in the market and provide consistent returns over time is prudent.
It is a privilege to serve our clients and provide that calming perspective that allows them to focus on what God has called them to do. Thank you for a fulfilling 2014, we look forward to serving you in the coming years.