Perhaps time is best compared to the wind. We cannot control where it comes from or where it goes, but we are can harness its power and propel ourselves forward into the life we want most.
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Meaningful Life
You may be asking, "How in the world can you make recommendations and know what is best for someone?" The simple answer is that you can't, unless you know your client. This is why the relationship is so important in the financial planning process. We want to know who you are and more than just what you want, we need to know how you make decisions, your weaknesses, strengths, personality flaws, etc. The better we know you as your financial planner, the more we can help you.
We are in the business of helping physicians and dentists reduce financial stress so that they are free to pursue the things that bring them joy.
For us, the holidays are another opportunity to step outside of our Self and turn our focus toward others. It's something we strive to practice year-round, but the holiday season brings out unique opportunities to consider how we might show love to others.
In the normal "daily-ness" of life, how do we maintain a lifestyle that is consistent with our values while also holding down a job, a home, family, and relationships? To answer that question, we examine three areas in which it is critical that we hold tight to our values.