Invest With Passion

You all often hear me talk and write about finances, mutual funds, investment strategies and even occasionally insurance. Well, these topics are all important to me. But, if you really want to get near and dear to my heart you can talk about things like retirement dreams, goal setting, the psychology of success and helping other people. Many of you have read my mission statement that reads:

My purpose for my life is to continually grow as an individual so that I can live financially free and help as many people as possible to set and reach their dreams and goals. With this I will be making God happy and will be doing my part to help make the world a better place.

While knowing what steps to take for your retirement funds is important, it is far more important to have a dream... to have a very detailed picture in your mind of exactly where it is you're going in life. Someone recently asked me in an interview what my ideal client is. I think they were expecting me to say something like high net-worth individuals. While this is a nice ingredient to have, my first desire is to work with someone passionate about their future. You see, if someone is passionate about their future, they're a dreamer, a goal setter and usually an achiever. With this kind of client comes the discipline and desire to take advice that will take them to the next level. A person with passion quickly returns phone calls and can't wait to meet again with me if it means learning new ways to get themselves and their family closer to the financial goals.

I encourage each of you to become a dreamer. Hang those pictures on your refrigerator of the car you want to one day drive, the house in the mountains and the condo on the beach. Adopt a solid goals program and stick to it. Read good books and invest in educational CDs to listen to in your car on your drive to work. Go to the RV shows and the boat shows and go in and sit down on the expensive ones. Don't let yourself say "I could never afford this" but rather say things like "I'll have one of these one day". Stop focusing on where you are and shift your thoughts to where you'd like to be. Develop a plan of self-discipline and fight for your future. One of my favorite authors, Brian Tracy says "Like working a muscle, your ability to discipline yourself to behave in the way you have decided grows stronger each time you exercise it. This is why the happiest, most successful and most respected men and women in our society are all men and women of great self-control, self-mastery and self-discipline. And this is a habit you can learn with practice"

These are the kinds of things I enjoy discussing with clients. I believe the strongest human emotion is gratitude. And while I have my own financial goals, I mostly enjoy making a living by helping those with passion. This gets me to higher and higher levels of gratitude. If what I've said here makes sense to you but you're not sure of exactly where to start please give me a call. I'd love to help you take your life from successful to significant. After all, it's Your Time, Your Money, Your Life!