Are you in an inverted pyramid?

If you are, the journey to your financial destination will take longer to reach. What does that mean?

In Chapter 1 of the book, Destination Points - A Values-Driven Journey is a picture of a pyramid that encases the blueprint of a secure future.  At a glance, the path to your destination is clearly spelled out in only three steps. It starts with a foundation that is rooted on a clear purpose and set of values made stronger with education, financial discipline and good money management.

Your values shape your goals. If goals are not aligned with your values, your journey will be a struggle. I was privileged to practice in the insurance and financial services profession. [I am retired and do not sell insurance and financial produts but continue to be a resource to anyone who needs help]. I have come to know a lot of people who live inside an inverted pyramid. They have good-paying jobs and find great satisfaction to live in the moment. It's a choice they make - but sooner or later - a certain kind of restlessness sets in and they face the inevitable question - where am I going?

They realize they're not getting any younger, their job is at risk, health concerns develop, and other life events occur as they always do. These are eye-openers that lead us to question our purpose. You work hard for the money. Why? Whatever the answer may be, ask yourself again. Why? On pages three and four of the book is a short, simple exercise to help you identify your values. Go there now.

You just might find that it is time to re-affirm your sense of purpose and values.

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