This word is killing your potential (and your mood)
I have some bad news for you.Your old sports coach?
Money isn’t complicated—our relationship with it is. Whether you’re building a business, managing an inheritance, or stressed about retirement, I can help you match your money to your purpose.
Plenty of people with money still feel stressed about it.
This is where most financial planners would tell you that working with an advisor can quiet that voice in your head. But frankly, no financial advisor can help you achieve peace of mind. That comes from you. What do you want from your life? Once you know that, we can put your money to work. Magic happens when you plan with purpose.
Talking about purpose is one thing. Finding it, applying it, sticking to it… that’s the tricky part. That’s where I can help.
(For retirement-specific blogs and deeper dives into the markets and money, check out the Retire on Purpose substack.)
I have some bad news for you.Your old sports coach?
My generation pretty much invented side hustle culture, but as a financial planner, I’ve seen this income-driven mentality derail more peoples’ finances than it’s helped.Here’s why I don’t think you should launch a side hustle, and what I think you should do instead.
Why am I featuring my band on this website?
For me, living life on purpose (and with purpose) means music. My band helps me find fulfillment in a way financial planning can’t, and I embrace that.
Too often, I see people use their passions to chase profit… only to lose sight of their purpose. I’m here to address that. Remember: Your purpose isn’t tied to a paycheck.
We can build your passions into your financial plan, just like I did with mine.
Sincerely,
Morgan Ranstrom
CFA, CFP® & lead guitarist for Stone Arch Rivals
Let’s consider a hypothetical. You’re in a situation where the most tax-efficient way to handle a financial issue doesn’t align with the goals you’ve outlined for your family. What would you want your advisor to do?
If you answered, “Get me my refund!” then I’m probably not the right financial advisor for you. (That said, my business partners and I absolutely love finding ways to reduce what you pay in taxes…)
Still, money is what you make of it. And I want to help you make it purposeful. I shared part of my purpose with you already. But I want to tell you a bit more about how I got here.