Never Easy, But Yet
- hilton721
- Sep 14
- 2 min read
Recently, my phone rang with news every financial advisor dreads. A client's spouse called to inform me of their spouse's passing. These calls are never easy.
But yet, there's something profound about being trusted to help the surviving spouse navigate what comes next. There's honor in knowing our work together helps to remove some financial stress during an already overwhelming time.
The conversation reminded me that we often get caught up in market analysis and tax strategies while forgetting what really drives everything we do. We all have obligations and deal with tension between work and relationships, but we need to take a break from time to time.
Before you face life's inevitable sorrows, close your eyes, take a deep breath, and recognize what's actually driving the things you do each day. Yes, for some, the main desire may be money, but for most of us, at the core of our daily pursuits is people.
In Sahil Bloom's book "The 5 Types of Wealth," he asks three questions worth considering:
What are you doing to cherish the people who hold special seats in your world?
How are you letting those people know what they mean to you?
Are you prioritizing time with them or letting it float by and disappear?
Bloom says these questions help us see that meaningful relationships provide the support needed to "celebrate life's sweetness and mourn life's bitterness."
Often, when friends face sorrowful ground, they speak of putting down “things” they've carried around for years to focus on what matters most. Others discover that what truly matters is the quality of relationships with people you love.
The call reminded me that I don't want another day to pass without you knowing I appreciate you, our clients. For those reading this, know that I value you. You've been part of the sweetness of my life.
Your next best action is simple: Reach out to someone who matters to you today.
Don't wait for the perfect moment. Don't assume they know.
This work we do together – building your financial future – it's never really just about the money. It's about creating freedom to live fully, love deeply, and leave a legacy that extends far beyond any portfolio statement.
