Broker Check

Anniversary – Lessons Learned

May 21, 2017
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There are times in life where you pause to celebrate and reflect.  Four years ago, I launched on a path with Compass Financial Services to help others with their financial lives.  It has been an exciting and educational journey.  As I  look back, here are a few things I have learned.

1. Time is the key, not money.  

When I meet with prospective clients approaching retirement, universally they express regret that they didn’t get organized and motivated about finances until late in their professional lives.  “I wish I would have found you 20 years ago” is the common refrain.   Money is a commodity.  Time is the precious resource.

2. Inertia is the enemy. 

“If you do the same thing you’ve always done, you will get the same thing you’ve always got.”  Whatever path you are on, look up to the horizon to see where it leads.   If you do not like where you are headed, you must pull up the stakes and change direction… NOW! 

3. The most important habit is… knowing where your money is going. 

It seems pretty simple, but very few people really do it.  Tracking spending is NOT a ‘one and done’ sort of thing.  It is a lifelong journey that takes you to amazing places.  When you really understand where your money is going, the path becomes much clearer…  With knowledge comes understanding.

I want to thank our clients, we are grateful you choose Compass Financial.  I would also like to extend an open invitation for lunch if there is someone in your life that we should meet, or that may need the help we provide. 

Thank you for your trust.

Guy Leman, CFP®