One of my favorite clients, Eddie from N.Y., sent me the following 7 principles article. He and his wife are on a quest to reach financial independence (FI) sooner rather than later. This is a goal they take very seriously and is why their financial plan sets specific benchmarks that measure their progress as well as success. They are well on the road to FI. Being in their 40’s, they’ll reach this destination much earlier than most of their friends and colleagues. They have amazing teamwork and can discuss money openly and freely. I love working with couples like them.
Another dear client and friend from Colorado, Terry, was one of my first clients back in 2003. We caught up on the phone today for a financial portfolio review and financial planning “tune-up”. Terry has a heart of gold and continues to wake up each day asking this question: How may I serve? Her attitude of gratitude is remarkable. She’s a light that shines so brilliantly and brightly. She lives each day by paying it forward and helping as many friends as she can with their money issues. I am grateful for her continued support, trust and friendship. Terry, you inspire me.