Wealth and Values
In the pursuit of financial success, our focus often gravitates toward future goals and grand visions. While having clear financial objectives is undoubtedly important, it's equally crucial to align your finances with your core values. This alignment instigates a profound shift in our experience of wealth and success, enabling us to savor the journey as much as the destination.
THE JOURNEY VS. THE DESTINATION
Many of us are familiar with the adage, "All we will remember is how it made us feel." It's a simple yet profound reminder that the ultimate destination holds little value if the path to get there contradicts our core values. Attaining financial success at the expense of compromising what we hold dear can result in a sense of emptiness and unfulfillment.
On the other hand, when we align our finances with our values, every milestone, achievement, and incremental step in wealth becomes a cause for genuine celebration. We're not just accumulating wealth; we're enriching our lives with meaning, purpose, and a sense of fulfillment. This perspective fundamentally changes the way we approach wealth.
HOW TO ALIGN WEALTH WITH VALUES
Reflect and Define Your Values: The first step in aligning wealth with values is to take a moment for introspection. What truly matters to you? Whether it's your character, family, community, personal growth, philanthropy, or any other facet of life, your core values serve as the bedrock for this transformative journey.
Set Aligned Financial Goals: To ensure your wealth aligns with your values, take a close look at your existing financial goals. Are they in sync with what genuinely holds meaning for you? For instance, if education is a fundamental value, assess whether your financial strategies are aimed at fostering continuous learning and personal growth. If family lies at the core of your values, ensure that your financial goals prioritize providing a secure and comfortable life for your loved ones. If being present in the moment ranks high among your values, assess whether your financial strategies afford you the flexibility to allocate your time as you truly desire. Throughout your financial journey, let your values serve as the unwavering compass directing you toward destinations that truly matter.
Regular Reviews: Periodically revisit your financial decisions and goals. Ensure that they continue to align with your values. As you grow, your values may shift or there may be opportunities to refine. Staying attuned to this evolution is vital for maintaining the alignment between your wealth and your values. This regular self-check ensures that your financial journey stays on the right course.
If you're eager to witness the profound impact of aligning your wealth with your values in your life, it's time to take action. Our dedicated team at Entrepreneur Aligned is here and ready to help you embark on a financial journey that will bring a deep sense of purpose and genuine fulfillment to your life. Contact us today and start this transformative journey.
If you have a question or simply want to talk through your financial planning, we are here to help.
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DISCLOSURE: Jarrod Musick is an officer of Destiny Capital and Entrepreneur Aligned, a DBA of Destiny Capital. This article is for informational purposes only and should not be relied upon as a basis for your investment, business, or personal financial decisions. We recommend consulting with your wealth advisor, CPA/tax advisor and/or attorney, as applicable to your situation, prior to implementing any new tax, legal, or investment strategy. Advisory services provided by Destiny Capital Corporation, a Registered Investment Adviser.
ABOUT JARROD
Jarrod was born into financial planning and solving financial problems. With his financial advisor father Steve telling stories about finance around the dinner table from an early age, the idea that everyone has a different financial situation was always there. After an early professional career spent in nonprofit and government, Jarrod came back to his roots helping people plan and invest in 2011. Since then, he has worked with individual clients, led internal teams and ultimately became partner and the CEO of Destiny Capital in 2017. With a passion for helping entrepreneurs change the world, Jarrod ultimately oversaw the creation of Entrepreneur Aligned in 2020. With both Destiny Capital and Entrepreneur Aligned, Jarrod leads teams that help people live lives of abundance where money is simply a tool to let everyone be a positive force for the world around them. When he isn’t working with the talented teams for EA and DC you can find him chasing his twins, wily trout or a podium spot at an OCR race.