FWMG: Finding Balance

FWMG: Finding Balance

March 20, 2024

Fare well winter, until we meet again.  Thank you for the time of rest.  Hello Spring, time of renewal, growth, and balance.  As you go through your day today, we hope you’ll take the time to think about how you spend your time.   Are you happy with the balance of work/play/rest you are experiencing in your life.  There is a season to everything, including life itself, and sometimes things get out of balance for a time naturally.  If you feel things have been out of balance for a long period of time, and it is affecting your quality of life overall, it may be time to step back and reflect on what parts of your life you feel overextended.  Are you working 80 hours a week, with no time to play?  Are you bored, and need stimulation and purpose?  Emotions can be helpful in identifying the places in our life that need attention.  Anger, anxiety, and/or guilt are good indicators that something in our life is out of whack, and could use some loving thought.


If finances are one of the things in your life that need some attention this season, please reach out to us.  Creating a plan for your spending, saving, and giving is a great way to bring balance to an important part of life.  The process of planning how to allocate your money naturally leads a deep understanding of your core values (encouraging emotional growth), and the resulting roadmap to living your values leads to balance in life overall.


So enjoy today!  The first day of the season of growth.  As the days get warmer and longer, use that extra energy to renew your commitment to your values and grow.  If we can be of support on your financial journey, please let us know.


Your Family Wealth Management Team.