18 Questions Blog Series
At von Borstel & Associates, we ask our clients 18 critical questions. The answers to these questions determine how we partner with each client and manage their wealth.
Follow along with us through the 18 Questions Blog Series. You may be surprised by what you discover about yourself and your financial plan!
#1. What Is Your True Purpose In Life?
What difference does it make if you know your purpose in life or not? And what does that have to do with financial planning?
Let’s start by defining purpose. I believe your purpose is something bigger than yourself. This is what you live for. It’s what gets you out of bed in the morning, adds a spring in your step, makes you excited for your future, and helps you endure through the difficulties of life. Your purpose brings you true joy and does good for others.
Maybe your purpose is found in your work, serving your community, involvement at church, charity work around the globe, or care for your friends and family. Every person’s purpose is different and that’s what we find so exciting about our job.
Our goal is to help our clients be their best. A large part of that is learning who you are. I believe everything you do is affected by how you answer this question.
How you spend your money, time and energy will be dictated by how you define your purpose. Your purpose will drive your decisions and goals.
As a financial advisor, knowing my client’s purpose gives me insight into who they are and how I can best partner with them. It helps me understand how to create the best financial plan for them and their specific goals. For you, knowing your purpose will bring joy, contentment, and a reason to wake up in the morning. It’s all a part of helping you be your best.
For myself, I know what my purpose is. It’s why I look forward to the coming years. I dream about what I can accomplish for my clients and how I can impact schools around the world that I help support.
Because I am sure of my purpose and allow that to drive my decisions and goals, I enjoy my life to the fullest! I am living at my best!
So, what is your true purpose in life? Are you at your best in the way you spend your time, money, and energy?
Investment advisory services offered through von Borstel & Associates, Inc., an SEC Registered Investment Advisor.