Being Thankful

Happy Thanksgiving!
This is always one of my favorite weeks of the year. I really enjoy the relaxed time with my family, and, of course, the over-indulgent feasting….even our kids love our Thanksgiving meal.

You might ask what this has to do with financial planning. Well, I might suggest you turn the question around…..what does financial planning have to do with being thankful? It’s often hard for us to take the appropriate time to be thankful for what we do have. Our fast paced world tends to point us in the direction of over-achievement and not self-satisfaction and contentment. We want the next best thing, the latest and greatest new gadget, the best house, and on and on.

Is what our crazy world teaches us really what we truly desire? Or, is want we want right in front of us?

One of my favorite meetings with clients is my goal setting meeting. This meeting enables clients to communicate their true desires. Years of doing this meeting with clients have revealed a simple truth: what people truly want can’t be bought….and that is simply meaningful relationships with those we care about.

Back to my question: what does financial planning have to do with being thankful? This is a big part of what I do with my clients. I truly encourage them to focus on things that have true meaning in their lives….things in which they are thankful. Certainly wise financial planning can assist in creating experiences that can enhance our relationships….vacations, travel to see family and friends…etc.

So, yes, financial planning does have a connection to the things in our lives in which we are thankful. If we are wise with our financial resources, we can enhance our relationships….regardless of our place on the career ladder.

During this Thanksgiving Holiday, what are the things you are thankful for? I would encourage you to take the time to explore your connection of your life and your financial resources. Are they working together hand and glove?

For me, it’s simple. I am extremely thankful for my family and friends…included in that category of friends are my clients. I enjoy my relationship with them and relish the time we spend with each other on our journey together.

Happy Thanksgiving!

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