As an advisor, you have a natural bent towards math. You enjoy the projections, the forecasts, the modeling, and all the calculations behind financial planning. But, you also realize that it’s about more than math.
I like the way it is described in The Bahnsen Group’s executive summary, “What we do is manage money, and we do it for people – real people – and we implement plans on behalf of those people – sophisticated plans if need be. And we do it all because we love the work, love our clients, and love the capital markets.” I emphasize “real people” because that is the nucleus of our purpose – to serve our community with advice that helps “real people” and “real families” flourish.
Yes, we enjoy the planning, the strategizing, and the calculating, but our passion is watching people reach their goals. Money is a resource, and one that if stewarded well, can help us to send kids to college, take family vacations, and invest in all sorts of other memory-making moments.
This Thursday we celebrated the birth of our son Judah and I was reminded of the “why behind the what.” I’m always well aware – day in and day out – of “what” we do, but moments like this remind me of “why” we do it. Judah is the why.
I am going to leave this week’s Thoughts On Money short, as I am sitting in the hospital room enjoying my new baby boy, but I want to encourage you to dwell on your why. Meditate on all that you are grateful for, pray into all the things that you hope for, and let this energize you to go out and flourish in your calling.
Invest in what is priceless.
Judah Lee Cummings, born June 25, 2020 7lbs 3oz 19.5”