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What’s the Point?

A new series focused on charting a course to deeper fulfillment

Conventional financial planning advice tends to follow a pattern. First, focus on the basics—budgeting, securing your needs, saving for the future. Once you check off these boxes, you can move to the next level and buy the “extra things” you want. Those “extra things” might be an experience or an opportunity, such as paying for college tuition or buying a new business, but the fundamental premise remains. You calculate how much money you have, decide whether you have “enough” to pull the trigger, and keep moving onward and upward.

The truth is that determining whether you have “enough” isn’t that complicated or that satisfying. Anyone can plug the required numbers into a calculator—how many dependents, what’s the interest rate, how long until retirement—and tell you whether you can buy that next thing.

But what we know—after 30 years of working with clients just like you—is that even very wealthy people who lead lives of luxury often face a more lingering and troubling question: “Now what?”

To get a sense of fulfillment, you need to not only identify what you want, but why you want it. Otherwise, you can keep accumulating without feeling truly satisfied.

That’s what this new series is about—how to identify, understand, and accept your deeper motivations to create the right path for you. Drawing on principles from Maslow’s hierarchy of needs, we’ll explore topics like finding a purpose, embracing the unknown, and how to develop empathy and acceptance. You might not expect these kinds of discussions from your financial advisor. But, at Truepoint, we recognize that money intersects with every aspect of our lives. So we invite you to join us in a different kind of conversation—one that explores the values and fears that drive our behaviors and helps you chart a course to deeper fulfillment.

The Journey to Self-Actualization

Chapter 1: Life is a Journey

In psychology, the idea of self-actualization centers on the realization of one’s potential. Psychologist Abraham Maslow, in his hierarchy of needs, depicts self-actualization as the highest level of psychological development. What does this mean for you and your financial journey? More than you might think!

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Chapter 2: Embrace the Unknown

In this chapter, we explore the parable of the Chinese farmer. This simple story shows that if we can’t determine whether something that just happened today was a good or bad thing, we absolutely should not be wasting our time and energy agonizing over things that have yet to happen–or, more importantly, events that we cannot even control in the first place.

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Chapter 3: The Gift You Give Yourself

“Am I doing this right?” is a question that almost all of us ask ourselves at different times in our lives. And this is where the topic of self-acceptance comes into play. When you practice self-acceptance, you can take stock of where you are and move forward from that point, rather than trying to ignore the parts of yourself that you fear are bad, unworthy, or odd. By accepting who you are and where you are, you can then more easily determine where you want to go, rather than always looking over our shoulders to wonder, “Is this really the right path?”

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Take the Journey with the Truepoint Team

At Truepoint, we believe that good relationships happen when we invest in building teams of smart, caring people who work together to deliver peace of mind and possibility to every person we touch.

Adam Lipton, CFP®
Sr. Wealth Advisor
Adam Lipton
Alexandra H. Ollinger, CFP®
Sr. Wealth Advisor & Shareholder
Alexandra H. Ollinger
Blake Price, CFP®
Wealth Advisor
Blake Price
Christine L. Carleton, CFP®
Sr. Wealth Advisor & Shareholder
Christine L. Carleton
Courtney M. Weber, CPA, CFP®
Director of Client Relations & Shareholder
Courtney M. Weber
Deanna V. Sicking, CFP®
Sr. Wealth Advisor & Shareholder
Deanna V. Sicking
John S. Evans, CPA/PFS, CFP®
Sr. Wealth Advisor & Shareholder
John S. Evans
Wayne A. Lippert, Jr., CFP®
Director of Client Growth & Shareholder
Wayne A. Lippert, Jr.
Scott M. Barbee, CPA, CFP®, CAP®
Sr. Wealth Advisor & Shareholder
Scott M. Barbee
Ryan J. Klekar, CFP®, CTFA
Sr. Wealth Advisor & Shareholder
Ryan J. Klekar
Liz Niehaus, CFP®
Sr. Wealth Advisor & Shareholder
Liz Niehaus
Heather J. Spencer, CPA, CFP®
Sr. Wealth Advisor & Shareholder
Heather J. Spencer
Janel E. Carroll, CPA, CFP®, CDFA
Sr. Wealth Advisor & Shareholder
Janel E. Carroll
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