Recently I sat in a client meeting where we were starting to map out a farm succession plan for a family and the husband quoted G.K. Chesterton by saying “Don’t ever take a fence down until you know the reason it was put up.”. It sounded catchy but it didn’t quite click so I asked him to repeat it. I have thought of this moment now several times since. This really speaks to the core of why we do financial planning. When it comes to money and investment decisions, too often we let our emotions get in the way. That is why at Bare Wealth Advisors we don’t just pick investments or stick our clients in products that fit us…rather we take the time to work on values and purpose to keep our financial goals in alignment. These life values and purposes are really the fence put up to give the framework for a financial plan. So, when the storms of life or the market cause mountains and valleys on the dot chart of our statements we can be here to remind you why the fence was put up in the first place. Having an advisor that can call you back to your values and to the plan is key when volatility seems to be the norm.
If you already partner with us on your stewardship journey, thank you for trusting us to help you build the fence. If you don’t work with an advisor that calls you to value based decisions we would love if you would consider us.
By Lamar King