Why Do We Love Financial Planning?

3 Feb

Yesterday I wrote about a fundamental lack of leadership in our world.  Well, I’m not just a complainer. I like to look at the issues we have and find ways to solve them.

There are examples of leadership in our world.  The president of Uruguay, Jose Mujica, comes to mind.  He has refused to repeat some of the many mistakes South American leaders have made over the last 50 years.  He has lead his small country to stability. Simply for being brave and different.

But we need leaders on the streets and in the halls of our companies and our governments and our non-profits.

I love this talk from Simon Sinek.  What, How, Why? This is the normal and basic approach.  But what if we flipped that sequence. Why, how, what? This applies to life in all ways- business, parenting, serving others.  If you have 20 minutes, please have a look.

Why, how, what.

Why do Sarah and I run a financial planning company?  Everything we do we believe in challenging the status quo. We believe in thinking differently.

The way we challenge the status quo is practicing as fiduciaries.  Is by ignoring trends and sticking to tried and true advice. By respecting our clients and their hard earned money. By actually placing a client’s interests ahead of our own, not just saying we do. Wouldn’t you like to work with a financial advisory firm like ours?

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