By John R Burch, CFP®, CKA®

How Connected Are You?

Many people would agree, for better or worse, that we live in a device driven world.  Indeed, much satisfaction, or alternately stress, in life depends on our ability to stay connected?

Recently I decided to outwit my kids, (big mistake), and installed a parental control app on their “I” devices.  Wow did I cause an uproar in my house because it limited their ability to connect.  More on this later.  So, what about you?  Are you aggravated when a cell signal drops, or your Wi-Fi has a hiccup. One can’t even enjoy a good summer thundershower anymore without the satellite connection breaking up at the most inappropriate time.

What about this idea of connection and your financial plan?

Just as connectivity drives emotional satisfaction through those digital outlets we crave, financial satisfaction occurs when there is connection between money and what it is helping you to achieve.  Money is itself only a tool.  Money stewarded toward a purpose becomes a powerful means of satisfaction in life.  In planning, I call this purpose your desired outcomes.  Pre-defined outcomes, give your work, your giving, saving and spending great meaning.  Sadly, many people never attach purpose to their financial life and thus don’t engage an effective stewardship strategy to connect the purpose to that outcome.  Or if they do, sometimes the vision of both the outcome and the strategy can simply get lost if neglected over time.

If you feel your finances are a little dis-connected from your life purposes, maybe it’s time we bring your outcomes back into focus and develop a new stewardship strategy.  In the interim, revisit your personal mission statement or create one as a good starting point to re-connect your finances to your desired life outcomes.  Let’s get together soon and make sure this part of your life is well connected.

By the way, I deleted the parental control app and defaulted to the time-tested, low-tech solution of taking their devices away when they don’t follow our instructions!  Truthfully, I find this a much more efficient and satisfying way to reach this desired outcome.


Disclosure: “This material is intended to be educational in nature, and not as a recommendation of any particular strategy, approach, product or concept for any particular advisor or client.  These materials are not intended as any form of substitute for individualized investment advice.  The discussion is general in nature, and therefore not intended to recommend or endorse any asset class, security, or technical aspect of any security for the purpose of allowing a reader to use the approach on their own.  Before participating in any investment program or making any investment, clients as well as all other readers are encouraged to consult with their own professional advisers, including investment advisers and tax advisors.  Stewardly Financial Advisors can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined herein.”

Stewardly financial advisors is a dba of Camelot Advisors LLC



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