I hope you’ll allow me to share something very special with you. Fourteen years ago today we launched our financial planning and wealth management 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, underwrite, and fully embrace their great lives is a profound mission that we take up with unyielding energy and commitment.
We are deeply grateful for all of the people 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 them.
It has been an exciting and educational arc of experience. As we look back, here are three essential lessons that 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.
The bedrock of our enterprise remains, and will always be, the following:
Thoughtful planning and disciplined investing can be the keys that unlock incredible potential for the good of our clients, their families, and their cherished communities.
As we look forward to the decades to come of serving our clients and our community, know that we are constantly working to deliver superior financial outcomes and to see our clients live their best lives.
Thank you for allowing me to share this milestone and these thoughts with you. Here’s to your continued success!
With gratitude for the past and optimism for the future,
|Chris Mullis, Ph.D., CDFA®