20 Second Advisor: How do you celebrate your birthday?

Billy, a good friend of mine, turned 50 yesterday. He celebrated by running / walking for the entire day (24 hrs)! I know it sounds crazy, right?! We surprised him all throughout the day with food, practical jokes, and comradery. Most importantly, we made sure he had someone running with him for the entire 24 hrs. It was very inspiring!!

Although he didn’t have a distance goal, he covered 73 miles. He did this by putting one foot in front of the other!

This got me thinking about our role in our clients’ lives. We help people…

• Make sense of competing financial priorities
• Make the best possible decisions with the information they / we have, and
• Take it one step at a time

You see, if we focus on taking one step at a time, we will cover more distance than we ever thought possible!