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Enough, Abundance, Sufficient

What manifests when my intentions include “enough,” “abundance” and “sufficient”?  I wonder…

Sufficient is a word that I am practicing in my life after many years of using enough and abundance. In my profession of financial planning, often the question, What is enough? arises.  Invariably, the answer is always more than I “have right now.”  To shift that view, the word abundance is adopted to move away from scarcity.  The problem with abundance is that it carries a sloppy quality of more than needed and a vague objective that does not assist growth.  Sufficient allows us to clearly see What do I need in my life to live sufficiently? The exploration takes us deeper to what matters most. And, it expands the view to include others.  There is sufficient wealth to serve everyone on the planet.  In any moment you have all that you need.


Currency of Fun

Is there a common belief in society that work – in general – is hard and “not fun”? I wonder …

This subject arose when Knight, our teenage son, arrived home from work one day without “clocking in” as his boss requested of him. Knight protested, “I was having so much fun. I could not get paid for work.” His response made me wonder, does he believe work is hard and not supposed to be fun.  So, I asked him.  He proclaimed, “no, not at all. I have a blast at work. And today was particularly great. You know mom, they don’t have to pay me more than minimum wage, but they do. Today, I did not teach. I just hung out with all of the kids.” Ah, here’s what’s underneath. While he doesn’t hold the belief that work is hard, he does not see the unique value in his presence. Not all work produces an immediate tangible result. Sometimes just your presence is plenty. What’s your view of work, fun or hard? And, do you have a view on being paid for presence?


Attention in Your Money Relationship

Paying attention to your money relationship, let’s explore the potential areas in your life that are calling for your attention.  Consider these statements and answer true or false:

  • I spend and save in ways and amounts that support my life and well-being.
  • My estate (wills, powers of attorney, health care proxies, living wills, etc.) is current.
  • My income taxes are current and my files are organized to assist with next year’s tax return.
  • I have maximized my pre-tax deductions to retirement plans. Continue Reading →

Money Moments of Grace

What are Money Moments of Grace? I wonder …

Recently my mother-in-law broke her femur.  This surprise event took her to surgery where she was “repaired” with a long metal rod.  After a few days of recovery, she began physical therapy.  My partner visited her just after the move from the hospital to the rehabilitation facility.  Among all of the reports and stories, the most compelling was his sharing of her moments of grace.  While understandably they needed to address many practical matters related to her finances (i.e. durable powers, checking account and bill paying, etc.) that caused her anxiety from losing control, he mentioned several moments when she gracefully expressed a peaceful view, such as:  I can either believe that this will never get better or I can be present in this situation without struggle, believing that I will return to walking without pain.

Her experience made me wonder about money moments of grace.  Turmoil and movement in our financial markets expand fear, uncertainly and lack of control (not that we control anything anyway).  Grace offers space to every situation.  With space, the movements of markets leaves very little trace or impact.  How can you source moments of grace around money?


Gifts And Stewardship, How Do They Relate?

“It is ironic indeed that money, originally a means of connecting gifts with needs, originally an outgrowth of a sacred gift economy, is now precisely what blocks the blossoming of our desire to give, keeping us in deadening jobs out of economic necessity and forestalling our most generous impulses.”  Sacred Economics: Money, Gift and Society in the Age of Transition by Charles Eisenstein

I could have chosen any one of many quotes written about “sacred economics” from the referenced author and book above. Another, “the original purpose of money was simply to connect human gifts with human needs, so we might live in greater abundance” offers a clear human (could be sacred) purpose for money.  Continue Reading →

Financial Fear

As emotions are a natural “condition” of the human experience, I invite you to look closer at the emotion most often tied to money: fear. With the markets and global economy playing on the proverbial roller coaster, again, we are called to expand our way of facing these events with new skills.  Skills that are gutsy, real, powerful – dare I say transformative?

Let’s start with an example. You have created a significant balance on your credit cards that are bearing a high interest rate. The engine on your car just blew and it will cost $1,200 to repair. Your college roommate is getting married and the expense to fully participate in the celebration is causing you conflict. This typical situation creates heavy pressure – manifested as discursive thoughts in your mind and tension in your body. Continue Reading →

Forecasting Financials

Every financial planner is well versed in preparing financial statements. These reports are an important part of the financial planning process. Preparing financial statements – forecasting financials – is one part of one of the six steps required by all Certified Financial Planners®.  We regularly prepare financial statements and forecast the future for our clients. The structure and landscape looking forward allow meaningful conversation and “what ifs” to emerge. The dialogue fosters clarity, connection and purpose-filled action.  This experience happens when financial planning is done well. Continue Reading →