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Tuesday, March 18, 2008

What would you do?

So, as a Financial Advisor, I have to learn about my client's goals and passions in order to understand what emotions are driving the decisions they make regarding their finances. It also helps when we are in tumultuous times like this to know what their passions and goals are to avoid making irrational "knee jerk" reactions. I usually just simply ask what they want reirement to look like etc. I've been trying to find ways to ask this question in a manner that demands a more creative answer. One of these questions would be: "If you had enough money to take care of all of your needs for the rest of your life, how would you live differently than you are now?" This not only defines our financial goals but reveals the truly important things in our lives. Helps us define and discover God's calling on our lives. "...I will give you the desires of your heart." He placed the desires in us and we honor Him by discovering those desires and beginning to long for them.

Curious to know some of your thoughts on this question. Think about it and leave a comment letting me know how you would live differently.

I know my answer is that I would spend a lot more time at home with my wife and kids, working only just enough to afford a lot of exotic travel, and I would be able to spend more time planning social projects/mission projects with my kids. Working with homeless, helping children etc. We would also probably pursue adoption with a little more fervor and urgency.

Let me know what your heart says.

2 comments:

Reese said...

I'll start.

I wouldn't live too much differently than we do now. I would just have a bit more freedom in the things that we do buy. I would make sure that the kids have clothes that fit and a couple of good pairs of shoes. I wouldn't feel guilty everytime I want to buy something that is not on the grocery list. I would have the freedom to buy things that are not on clearance or in the dollar spot.

Once I knew that our family is well taken care of and have all that we need, I would look for opportunities to help other people financially. I would be buying gifts for family and friends all the time.

While I would love to update and redecorate our house and do some traveling, those are the things that don't seem as important and our flexible occupations can supplement that.

angie said...

Reese's comment reminded me of this radio commercial in Portland where a lady talking about how her life would change if she won the lottery. She started out with "I wouldn't change much..." Then as her list of small things grow, she gets crazier and crazier until she decides she would buy Italy and teach everyone there to speak English... Not that Reese's answer got crazy--just her first sentence reminded me of that.

I would travel, travel, travel!!! That's all I really want money for. And I'd volunteer instead of having to work for money. Good question--fun!