FINANCIAL ADVICE TO LIVE AND PROSPER.

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Faith in God Fuels Financial Prosperity

Our Beliefs

John 9:14

My business philosophy is derived from a sermon on John 9:14 I heard at church several years ago.  The sermon not only awakened me personally, but also professionally.  In this passage, the story tells of Jesus healing a man that has been blind since birth and his and his parents’ interaction with the advisors of their time. For many readers, the story is of redemptive love and restoration of sight. However, the message that was laid upon my heart was not just of restoration of sight, but the fixed views of those in leadership (counselors/advisors) around the blind man.  The story for me was in the blind man’s willingness to see beyond their preset opinions and limitations.

 

The story represents a similar story to financial planning.  If we do not approach financial planning with open orientation or; in other words, fresh eyes, then we will find ourselves blind to the opportunities available. I would recommend that you approach the financial planning process with the following views:

 

1). Observe.  2). See things as they really are. 3). Try not to be blinded by preconceived biases; such as perception, opinions, and fixed points of view. 4). Allow the planning process to unveil to you the most effective and efficient strategies to achieve your short-term and long-term goals.

5). The planning process is not designed to validate and confirm your preconceived biases,but lead us on a path of truth. 6). Witness how the process assists you in seeing the current reality with a fresh and new perspective.

 

For those with preconceived biases, you will miss opportunities due to a sphere of proficiency or the idea that all information is already known and vetted.  Your financial planning strategy should adjust with you as you mature through the three phases of your Financial Life Cycle:  Accumulation, Preservation/Income, and Wealth Transfer.

 

In the biblical story, the leadership was faced with the challenge of relinquishing the sense of one’s own genius by making space to listen and serve.  When we release our limitations, the shoots of possibility take growth. As we ask our clients to look at the planning process with fresh ideas, we, too, take the same advice.  We cannot enter into any planning process with the sense of our own genius, but must enter with an open mind that begins with listening.  That is our promise to you.

To visit our six step planning approach, click here.

 

 

 

 

 

MICHAEL R. WALLIN, CERTIFIED FINANCIAL PLANNER™, LUTCF | INVESTMENT ADVISOR REPRESENTATIVE

Mountain Brooke Wealth Management | 116 Wilson Pike Circle  | Brentwood, TN 37207 | 615-319-7939

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