What is the goal of your investment portfolio? Do your investments just serve you, or do they have a broader reach? Many investors’ ultimate goal is to create wealth that will enable them to meet personal financial goals and make a lasting impact on the world. If this describes you, continue reading.
From Employee to Visionary
Successful entrepreneurs can teach a valuable lesson about changing one’s mindset. They start out as employees, simply following instructions. Then, as they gain experience, they become managers who delegate tasks and build teams. Eventually, they grow into directors, understanding their company’s vision and their team to realize the firm’s goals. The most successful entrepreneurs become dreamers, imagining the impact they can have on the world and creating something that will make, as Steve Jobs said, a “ding in the universe.”
The same concept can be applied to designing an investment portfolio. Your investments should help you realize your own personal vision. Whether you want to ensure a comfortable retirement, leave an inheritance, or support a cause that’s close to your heart, your wealth is one of many tools that can help you achieve your dreams.
If you are unsure if your current U.S. investment portfolio is helping you make a “ding in the universe,” speak with a Certified Financial Planner™ practitioner who can help you understand the markets, identify the right investments, and create a strategic plan to help you reach your goals.
Finding the Right Financial Planner
Finding the right financial planner can be an intimidating process, but it’s an essential part of achieving your goals. To learn how, read the blog at profile-financial.com/financial-advisor
If you have a U.S. investment portfolio and want to make sure it will help you achieve your goals and realize your dreams, let’s start a conversation (doug@profile-financial.com or 02-624-2788).
Published June 6, 2023.