Last month, we discussed David Brooks' powerful metaphor of climbing two mountains in life.
As you may recall, the first mountain represents career achievements and financial growth, while the second mountain is about seeking deeper meaning and significance.
Now that you’ve had time to reflect, have you started envisioning what your second mountain might look like?
What passions, causes, or people are calling you to make a meaningful impact?
This month, we'll transform those reflections into practical, actionable strategies that will guide your progression from Mountain 1 to Mountain 2.
We’ll explore how to transition from merely accumulating wealth to creating a lasting impact with your resources, turning Brooks' concept into actionable strategies tailored to your life.
Commit to a Vocation
Align your investments and financial strategies with your passions and long-term goals. Whether it's starting a new business venture, investing in education, or supporting innovative projects, ensure your financial plan supports your vocation.
I work with a client who, while they enjoy their current job, their true passion is folk horror literature. We’re working on a plan that will enable them to retire early so they can concentrate on writing their first novel and screenplay.
Family and Legacy Planning
Consider how your wealth can benefit not just your immediate family, but future generations. This involves careful estate planning, setting up trusts, and ensuring your assets are managed in a way that reflects your values and intentions.
I once asked one client what it meant to be a good ancestor. After some thought, they replied, “I want to provide ongoing opportunities in education for my grandchildren’s children”. This became the focus of their legacy planning.
Philosophy and Values
Integrate your personal beliefs into your financial decisions. This could mean supporting social enterprises, or ensuring your spending aligns with your principles.
Community Engagement
Use your resources to give back to your community. Whether through charitable donations, volunteering, or creating community-based projects, ensure your financial legacy includes a commitment to societal betterment.
Rather than send £500 to a large multi-national charity, send £50 to 10 people you know who are currently fundraising via Facebook. Even if you don’t know the individual, platforms like GiveStar list causes that people are raising for. I’ve found micro-donations to strangers satisfying.
Our service is designed not just to help you climb the first mountain of financial success, but also to guide you up the second mountain, towards a life of significance and fulfilment.
Through our WealthMap® service, we recognise the importance of the transition from Mountain 1 to 2.
We understand the importance of getting the first set of numbers right, which helps clients progress to deeper planning, taking a longer-term vision that extends beyond financial milestones and into a broader impact.
As we plan your financial future together, we’ll consider not just the next decade, but the legacy you wish to leave behind. Taking a long-term approach, we will collaborate with you to ensure that your climb up the second mountain is as intentional as your first.
Are you ready to start your climb?
Contact us to discuss how we can help you create a financial plan that not only secures your future but also ensures a meaningful contribution to the world around you.
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