Twelve years ago today we launched our financial advisory practice framed upon three starkly beautiful motivations:
- To do good
- To do well by doing good
- To be happy doing well by doing good
Helping families articulate, plan out, and live their great lives is a noble mission that we take up with unyielding energy and commitment.
We would like to take this opportunity to thank all of you who’ve helped us on our journey. From the early clients who trusted us from the get go to our friends and family who’ve lent their support in more ways than we can list here. We would not be where we are without each and every one of you.
It has been an exciting and educational journey. As we look back, here are a few things we have learned.
- Time is the key, not money. When we meet with prospective clients approaching retirement, universally they express regret that they didn’t get organized and motivated about finances until late in their professional lives. “I wish I would have found you 20 years ago” is the common refrain. Money is a commodity. Time is the precious resource.
- Inertia is the enemy. “If you do the same thing you’ve always done, you will get the same thing you’ve always gotten.” Whatever path you are on, look up to the horizon to see where it leads. If you do not like where you are headed, you must pull up the stakes and change direction…NOW!
- All successful investing is goal-focused and planning-driven. All failed investing is market-focused and performance-driven. All successful investors are continuously acting on a plan. All failed investors are continually reacting to the markets.
As we look forward to the next few decades of serving our clients and our community, know that we are constantly working to provide a superior client experience. It’s our firm conviction that planning can be the key that unlocks incredible potential for the good of our clients, their families, and their communities.
We look forward to all the future has in store.
With heartfelt gratitude,
Chris Mullis, Ph.D.
on behalf of the NorthStar team