Introduction to Give Power to Your Journey

Anyone who knows me, knows that I have always taken an emotional and even spiritual awareness to how I live my life, as well as how we see the world of wealth management. From the early days, I have understood that money and how it works in our lives is so much more than what the cultural narrative tells, what the markets are doing, how much we need to have saved when we retire, etc. This is why I have been writing inspirations in our newsletter for over 30 years. It’s why I wrote a book a while back on aligning what is most important to us with how we live our lives. And this is why we manage our firm and relationships the way we do. It’s about meaning. It’s about our path. It’s about why we are here.

So, a few years ago, I woke up in the middle of the night. As I sat up, the words “Give Power to Your Journey” were spoken to me with perfect clarity. It was a flood of messages about the next phase of my life, why I am here, and what the future of our business looks like. More importantly, it’s about you, and the relationships we build, and the time we have with each other.

So why are you reading about this in our quarterly newsletter, and how does it apply to you? We believe that we are at a perfect time in history to take it deeper regarding how we think about money, how it relates to meaning in our lives, and how that connects to our legacy. Forever. We are building a brand that seeks to represent this in our industry, our community, and in our lives. We look forward to engaging in discussions at levels not typical for our industry.

Like what you say? Like the true state of our financial world historically and presently, and what it means to us. Like what was money like growing up and why it matters so much. Like “generational money trauma”. True behavioral finance. We are building training programs so we can come together and forge a community of like-minded people dedicated to serving ourselves and those we care about. Heck, I hear there’s even another book in the works.

It’s funny, there are all these clever sayings we have invented over the years to try to give meaning to our existence. “It’s not the destination but the journey.” “Enjoy the ride.” “Not all those who wander are lost.” etc. Give power is different. It’s about not only enjoying the ride or seeking the destination. It’s about giving our every intention toward our journey. It’s what makes us. Wealth management is not about how our lives fit into our money. It’s about how our money fits into our lives and the plans we build.

At the top of this article's page, you will see the logo which leads our new venture. It is the four earthly elements, (earth, water, fire, and air) outlined by the circle of life. It is meant to represent all that we have, and all that we are, guided by the lives that we live.

We look forward to sharing more in the future, but just know this, it has been a long time in the making.

See you on the trail!

Investing involves risk. No investment strategy can guarantee positive results. Loss, including loss of principal, may occur. Material discussed is meant to provide general information and it is not to be construed as specific investment, tax or legal advice. Keep in mind that current and historical facts may not be indicative of future results. Diversification is an investment strategy that can help manage risk within a portfolio, but it does not guarantee profits or protect against loss in declining markets.

This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. (C) Twenty Over Ten