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Be a wise steward over all of your life's currencies.
Prudently managing money is obviously important, but often over-looked is the importance of wisely shepherding our other precious currencies—time, talent and relationships.
Connect to your passions each day.
We each possess unique gifts, talents, needs and callings. Discovering and clarifying these areas of our life will often lead us to our passions—what makes life worth living. We feel the most fulfilled, productive and content when we touch our life's passions each day.
Don't stop at the first right answer.
It is easy to fall into the trap of thinking that every problem has only 'one right answer.' Often, when you study a situation carefully, you are presented with more than one right answer.
Start with the end in mind.
The end result of any process depends entirely on the level of clarity attained at the beginning.
· Clarity regarding your present situation and the ramifications of indecision.
· Clarity regarding your key life goals.
· Clarity regarding your values, attitudes and preferences.
· Clarity regarding your unique life journey and subsequent legacy.
INNERvation™ is the transformation of information into understanding.
In order for any advisor to meaningfully serve a client, they need to know about non-financial, as well as financial issues. In this regard, an individual's life story and the lessons they have learned contain immeasurable information necessary in shaping impactful outcomes.
A talent scout is critical for success.
Strategies, techniques, and tools evolve and subsequently become extinct as the social, economic, and tax climates change over time. In addition, each new cycle of evolution brings a new level of complexity. In this rapidly changing environment, it is more important to know where to find an answer than to try and have every answer.
Protect important relationships.
It is essential to identify and build on the strength of existing personal, business and professional relationships whenever possible and appropriate.
Focus on team management as well as team competence.
A poorly managed team will likely produce a bad plan and outcome. A competent, but poorly managed team will likely produce a bad plan and outcome at a very high cost.
Optimize every opportunity.
Although life decisions come in many shapes and sizes, they are interrelated and cumulative. The combination of making wise decisions and avoiding pitfalls will dramatically determine the quality and quantity of your life journey. The objective is to be continually prepared to optimize every life decision by analyzing the alternatives through the prism of your values, mission, goals and desired legacy.