The Wealth of Intentional Action

As we start the year, let’s rethink how we are approaching our financial goals or resolutions.  It can be easy to take the cultural view of "I need to spend less" or "I need to save more.” Do those ideals align with your goals, values, and life you want to live?

Let’s consider a comparison between being rich or wealthy. There is a distinction to be made between these terms so let’s define them:

Rich is growing the value of your assets.

Wealthy is freely living the life you want.

Being rich and wealthy can often go hand in hand, but don’t have to. One can be wealthy without being rich. This all comes back to the idea of defining what is enough. If we can find that point of contentment in life, the number of zero’s doesn’t matter. On the other hand, one can be rich but lack meaning, purpose, and contentment in life.

In 2025, take time to gain clarity and purpose in where you want to be headed. Set resolutions or goals that match that direction. We are here to help you process through this.

Here’s a question to start with: What type of wealth are you hoping to increase in 2025?

1. Financial & Status
2. Relationships
3. Physical & Mental
4. Personal
5. Time

For me personally, #2 & #3 stick out as focus areas in 2025 - building stronger relationships with my wife, kids, friends, and clients with an underlying prioritization of physical health.

Read the full article on the 5 types of wealth.