The Beginning of a Journey
I have been sitting here at my keyboard debating how to start this, my first post on Medium. After much deliberation I decided sharing my self developed Destiny, Cause & Calling statements seemed to be the right way to go:
Destiny (Why am I here) — To help create a world where individuals, families, and communities realize their full potential.
Cause (How do I want to be) — To be fully engaged in meaningful relationships that emable other to identify their passions and reach for their dreams.
Calling (What do I want to do) — To use my gift of leadership to connect, to teach, and to inspire.
These statements were crafted back in late 2007 as I was serving on the national board of directors of the Financial Planning Association and had just been elected as the national President-Elect for 2008. This was the beginning of three years of service on the executive committee as President-Elect, President, and then Chairman of the Board.
It was important to me at that time to ground myself as the journey unfolded and these statements have continued to serve as a guide when I come to forks in the road. This new journey that I have chosen for myself will involve writing for you, dear readers, and sharing that which I believe deserves your attention and will benefit you in your life.
As a practicing, fee-only, fiduciary financial planner, every day I get to see how money intersects with peoples lives, goals, dreams, and challenges. Our job is to make money make sense in peoples complicated financial lives. Many times I have considered writing a book to share what I have learned but so far that has not felt right to me. Now I take to these pages believing that breaking down my thoughts and day to day experiences into bite sized chunks will provide a path and a platform that will enable me to effectively share my insights for your benefit.
Thank you for taking the time to read and as please comment or ask questions as you feel the need or desire.
Stay tuned!
