I think what most clients want to make sure that me and my team have is perspective. Textbook knowledge only gets you so far. You have to live through and experience things yourself. Getting through the gritty parts of life helps you appreciate what you have and how you got there. When people are looking to work with a financial advisor, they want to make sure that advisor understands life and understands their journey.
This time of the year, I will often reflect on my own journey. I have some old pictures that I keep in a filing cabinet in my office, and I look at them about once a year.
This is when the sign was installed about 20 years ago. You can see me helping the crane operator get our sign in place.
This reminds me that there was once a hole where my office is now. We needed to raise the flooring of a sunken living room because it was not compliant with the Americans with Disabilities Act.
I remember being able to look from my office, through the building, and outside while they were finishing walls.
I remember feeling sick when the bulldozer showed up to install our parking lot.
Recently, I re-painted our latest addition to our office suites. When we first purchased our building about two decades ago, we had three suites. Our office was in the middle suite and we rented the other two out. A couple of years ago, we had the opportunity to take over the west suite, and now we’ve been able to take over the east suite. We are now the single occupant of our Main St. building after 20 years because of the growth that we’ve been blessed with.
This is what I want you to take away: we understand the process of feeling like there is so much to accomplish. Whether it’s professionally or personally, you wonder if you will ever get there. It takes time. You have to be patient. You have to be focused on what the possibilities and keep on working toward that. There will never be a day where you think everything has been taken care of, there’s nothing else left. Just like how I picked up a paintbrush recently, we are always trying to improve and make an impact on others.
As I’m looking ahead to 2025, I’m excited about where we’ve been. I’m very satisfied with the journey that we’ve had along the way. I’m also excited that we are the same company that we’ve always been. A company that listens. A company that wants to direct you to the possibilities in your life. We hope we are the company that will inspire you to continue taking one step in front of the other toward your personal and business goals. We are all on a journey together and that journey often means getting down and dirty to complete a project.
I invite you to take a look at some old pictures and celebrate what you have accomplished but know that you are not finished. There are even more possibilities ahead of you. We’d like to be part of that journey because we know what it takes to reach those goals. If there’s any way that we can help you along your path, along your journey, please call on us.
Perhaps it’s time for you to schedule your Financialoscopy®.
