Our Philosophy
28 things we choose to believe about money, because they help define
“how much is enough”
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Everyone has a relationship with money.
No one knows the future - that’s the hard part.
A few things drive all the outcomes.
The long term is a bundle of short terms.
Hindsight is never 20/20.
The best income is…
Sustainable.
Natural gifts create our biggest impact.
Our life is the sum of its days.
Income with a shelf life is overrated.
Income that is fun to make is better than it sounds.
The best spending drives…
Contentment.
Only you know if you’re a good spender.
Every dollar spent creates expectation.
Spending agility is a superpower.
Taxes aren’t the devil.
Generosity accelerates contentment.
Debt often delays contentment.
Spending on relationships is an investment.
The best saving is…
Accessible.
Saving is more art than science.
Every dollar saved curbs expectations.
The pedal can come off the metal.
The best investing is…
Patient.
Someone will always “outperform” you.
Effort does not equal results.
Owners get the ups (and the downs).
Patience is the only shortcut.
Investments are a distraction from the relationship.