understanding the "end"

understanding the "end"

“Money, while important, comes late in the plan. It’s just a means to an end, and without understanding the “end,” you cannot assign purpose to the means.” -LifeDesign+ part i

Last week, I shared part one of my poem inspired by the Keep Pursuing Series talk “designing a plan for your authentic life” called "LifeDesign+ part i"–part two will be coming this week.

In this poem, I share the above quote and wanted to highlight it because it shows the reason that I spend most of my time talking about finding our authentic life, understanding our values, aligning spirit, mind, and body, and other higher-level personal topics and not money or finances.

It’s not that the financial components of your life are not important, because they are and money touches everything, but I’ve found that money and the other parts of your financial plan become easier to address and align with your values and authentic life when you do the work in the other areas.

When you have clarity about who you are, what you were created to do, what you value and enjoy (and what you don’t), and where you can make the greatest contribution to others it becomes much easier to allocate your money, obtain the proper insurances, draft the appropriate estate planning documents, and design your financial plan to help you live your authentic life.

Doing it in reverse, starting with the money, usually leads to financial plans that are never executed because they don’t actually lead to the life you want.

There are tons of great blogs and resources available to talk about compound interest, financial planning strategies, and other important financial concepts to understand, and if I ever feel I need to contribute to those types of posts I will, but for the most part I believe my greatest contribution is to bring the focus to YOU first and then your money.


See you tomorrow and keep pursuing,

JC

Jon Levin, CFP?

Senior Vice President - Investments, Senior Financial Advisor at Wells Fargo Advisors

8 个月

Great line!

回复

要查看或添加评论,请登录

Justin Castelli, RLP?, CFP?的更多文章

  • keeping money in your head

    keeping money in your head

    "A wise person should have money in their head, but not in their heart.'' - Jonathan Swift A few random thoughts this…

  • enjoy the ride

    enjoy the ride

    If you are someone who finds your Self living in the future, I want to encourage you to slow down, come back to the…

  • unique gifts (a poem)

    unique gifts (a poem)

    Unique. Being the only one of its kind, Unlike anything else.

    1 条评论
  • change is hard

    change is hard

    “The hardest part about change is not making the same choices you made the day before.” -Joe Dispenza How often have…

    1 条评论
  • evolving into different versions of your Self

    evolving into different versions of your Self

    If the authentic life is not a destination but an evolution, then that means there are different versions of your Self…

  • change the world or change your Self?

    change the world or change your Self?

    “Yesterday I was clever, so I wanted to change the world. Today I am wise, so I am changing myself.

    4 条评论
  • cleared paths

    cleared paths

    “If the path before you is clear, you’re probably on someone else’s.” - Joseph Campbell (although you might see social…

  • do good

    do good

    Earlier in the week I shared that I started a book that captivated me, The Genius of Jesus; I expected to finish it the…

  • find your unique gifts through service

    find your unique gifts through service

    As I prepare for this month’s Keep Pursuing Series talk (“unique gifts”), I’ve been spending a lot of time diving…

  • your career doesn't define your authentic life

    your career doesn't define your authentic life

    From time to time I think it’s important to remind you that what you do does not define who you are or your authentic…

    2 条评论

社区洞察

其他会员也浏览了