From Where to Who

Where Were You?

The tragedy of 9/11 rocked the world, and rocked each of our worlds individually.

I can tell you exactly where I was and what I was doing. I remember my wife’s frantic call begging me to get out of downtown Atlanta and back to our condo in Sandy Springs.

Then, we sat together, glued to the TV in dismay observing the atrocity of the events.

There are other major world events that you can think of, where you can take yourself back to that moment of where you were and what you were doing at that moment.

Many of you can relive that moment like it happened yesterday.

This pandemic is unlike any event in our history. It will be another moment where you talk about “where you were when.”

Instead of thinking about where you were and what you’ve been doing in the midst of all this, let me encourage you to think a little differently about this experience.

Consider, WHO it is you are becoming out of this experience.

What are the new GOOD habits you’ve established?

What are the old BAD habits you stopped doing?

Continue these good habits and continue to forego the bad habits that you stopped doing.

When it comes to money, everyone has been affected in one way or another. So how do you view your money differently?

Now consider, if you continue to use, invest, and allocate your resources as you’ve been doing, will you be better off? Will others be better off? Will you be on track to achieve your financial goals?

Moments like the one we’re in are an opportunity to do a check-in on how you’re doing, and even get a check-up on how things could be better.

To get a financial check-up, we are offering for a limited time, as a part of our COVID relief contribution, a complimentary financial and retirement check-up.

It is an opportunity to get YOUR QUESTIONS ANSWERED.

Call, email, or click here to schedule a complimentary 22-Minute Retirement Success Conversation.


“Our greatest happiness does not depend on the condition of life in which chance has placed us, but is always the result of a good conscience, good health, occupation, and freedom in all just pursuits.”
―Thomas Jefferson

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