Money isn’t complicated—our relationship with it is. That’s especially true for entrepreneurs balancing their professional and family finances. 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. Let’s talk about it.
The U.S. is driven by goals, constantly striving and hustling. I’ve been reflecting on how we relate to goals, especially in terms of my two passions: purpose and financial planning. I’ve realized that goals provide framework, but often, that’s all.
Most business owners will, at some point or another, find themselves alone with these questions: Is this working? Do I keep going? Am I successful? These are tough questions, so the framework you use to answer them matters.
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.