It recently occurred to me that I’ve been in this business for over ten years. This epiphany was an eye-opening moment for me and has caused me to spend some time reflecting on our practice and examining the reasons for my decision to become a financial advisor.
An Example to Follow
I initially joined my father’s practice because I had seen him excel in business and I wanted to realize that level of success as well. But that wasn’t my only purpose in pursuing my career as a financial advisor.
What if my father had been a successful fisherman? Would I have spent my life with a line in the water? Probably not! My father has been an example and mentor to me, but I’ve developed my own interest in the financial industry and have found satisfying reasons for being an advisor myself.
Finding My Purpose
The best part of my job is that I get to help people make progress. You might expect me to point out common areas where this happens, such as saving for college and retirement and having the necessary insurance, but there’s a lot more to it than that. To quote my colleague Susan Bradley:
“When life changes, money changes. And when money changes, life changes.”
I’ve found that there is an inextricable link between life and money, and we need to focus on both to make progress as individuals and with our finances.
In my client relationships, I am a partner and guide. I feel privileged to have an influence in my client’s lives and am as dedicated to their goals as they are. To me, there is no higher compliment than when a client seeks out my advice and guidance before making a significant decision. The more time I spend with my clients, the more strongly I’ve come to see that while money matters quite a bit, it isn’t everything. Money is a tool. It can give you freedom with your time, help you pursue your passions, or be used to help others. I desire to help my clients make the most of this tool.
I joined this company and started my career so I could help my clients advance, build relationships that will last a lifetime, and put their financial investments in a position to grow and surpass their expectations.
Knowing your “why” makes all the difference in your everyday life. Do you know your purpose behind what you invest your time, money and energy on? What would you change if you could? I would love to discuss your goals and dreams and help them become a reality. Send me an email at firstname.lastname@example.org, or call me at 913-663-1144.
About Toby Goostree
Toby Goostree joined Goostree Financial Group in 2006 after completing his graduate degree at the University of Arizona. He is a CERTIFIED FINANCIAL PLANNER™ professional with over 10 years of experience and has worked, over the past two years, to become a Certified Financial Transitionist™, a specialist in the stages of transition as well as the way to approach it. His ideas have appeared in The Wall Street Journal. To learn more about Toby, or how he can help you, connect with him on LinkedIn, send him an email email@example.com, or call him at 913-663-1144.