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You got this!

By June 13, 2023February 2nd, 2024One Wealth Perspectives

The team at One Wealth has accumulated quite a few full and half marathon runners as of late. Whether there is a correlation between finance and endurance running, I don’t know. I do know, however, that both take having a particular goal in mind and a one-foot-in-front-of-the-other persistence to make it across the finish line. I get such joy in sharing in the excitement of my teammates who have successfully completed the 26.2 or the 13.1, yet I can empathize with those who are facing challenges in their training, too.

As a previous long-distance runner, I have a slightly different version of endurance training right now: studying for the CFP exam. I am fortunate to be surrounded by teammates and mentors who have already received their CFP designation, and who are cheering me on from the sidelines as I turn one page after another.

What I’m getting at here isn’t about running a marathon or taking the CFP exam. It’s about knowing what you want, setting a goal, and getting support from others in achieving it. Much of what we do at One Wealth is helping our clients do just that: identifying important financial life goals, developing a plan, and helping you stay the course. Whether it’s buying your first home or dream home, taking that vacation to the place you’ve always wanted to experience, sending your child to college, or having the ability to help others, whenever we see that imaginary box get checked, know that we are cheering you on from the sidelines, too.

The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor.
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