We want our blog to do two things. The first is to provide useful tips and insights into ways you can improve your overall financial happiness. We think advice is best given on an individual basis and we’ll save that for our personal meetings with our clients. But there are plenty of ah-ha moments in our line of work which are easily shared and which can benefit nearly everyone.
The second is to help provide an insight into our company and our philosophy. We are still very much a relationship business where the better we know our clients and the better they know us, the greater the experience for everyone. So in addition to our newsletters and our regular conversations with clients, our blog is a good way for us to lay forth some of our manifestos (we have more than one) and at the same time show ourselves a bit more personally by sharing with you what’s going on at Wall Financial Group.
Someone asked me the other day, “What do you stand for?”. What a great question! You’ll note that our mantra is “Less Worry | More Happy” which is what we’d hope that our clients say is what they get by working with us. But before you can expect to get to that point, we believe very strongly that happiness is derived by making conscious decisions about your values and then choosing paths that you believe are going to lead you there. We do not believe in accidental success or accidental happiness.
Many families believe their financial life is something to fret over, but the management of finances offers no different opportunity to be happy than in all other aspects of life. Financial happiness is not about the amount of disposable income, or the growth of total net worth but is instead the confidence in knowing that your position and future is determined and guided by the conscious decisions you make with your intentions and your behaviors.
So we stand for people making conscious decisions about their own financial behaviors in order to achieve greater happiness. And we believe we help with that by being researchers, informers, advisors, managers, workers, confidants, and advocates.
