When Everything You Have Is Enough

Levin, Ross
February 2003
Journal of Financial Planning;Feb2003, Vol. 16 Issue 2, p34
Academic Journal
The article relates that financial planners should try to help clients develop an appreciation for what they have. By trying to help clients develop an appreciation for what they have, it may help them reduce what it is they crave. You may think that I am complaining, but I am not. Some enormous gifts have come from this arrangement. With no yard, it is not as easy to just send our dog outside to do his business, That means that early in the morning or late at night, I take our collie for long walks along a moonlit creek or around a nearby lake. I forgot what it felt like to take some time to just walk and not run but to amble. To spend some time feeling my dog next to me while the kids sleep. It think as financial planners, it represents one of our greatest challenges. As we sit with our clients and help them dream, we are doing a job of ferreting out whether those dreams are what they really want. Often clients come to us from money shame. Yes, we all have things we have done that we regret, But we also all have things that we have done about which we are grateful. By trying to help clients develop an appreciation for what they have, it may help them reduce what it is that they crave. This will lead to an enhanced quality of life.


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