Money Matters
Brought to you by: OneAscent Wealth, www.oneascentwealth.com
“The greatest legacy one can pass on to one’s children and grandchildren is not money…but rather a legacy of character and faith.” –Billy Graham
The purpose of a financial plan is more than just earning money. It’s to grow assets that enable you to live an abundant life and steward the resources God has given you. The following three questions are helpful markers to help illuminate your legacy.
1. What goals have I achieved? A legacy filled with redemptive stories doesn’t just happen. You must dream big, set goals, and work hard every day to make progress. If you want to be thought of as a faithful steward of your resources and gifts, start small. Identify small goals to achieve in six months to a year that build towards bigger overall goals. Long-term financial goals might start with a brown bag lunch three days per week while increasing monthly contributions to your retirement accounts.
2. How did I learn from the mistakes I made? No person’s life journey avoids every bump in the road. There will be times when you make the easy choice instead of the right choice. You’ll do things that hurt others or embarrass yourself. You might lose perspective and place your friends and family behind things of less importance. Although these kinds of mistakes happen, don’t let them define you. When you’re looking back on your life decades from now, these stories of growth will be far more important than the stumbles along the way.
3. How did I impact others? You may not love everything about your job, but you can choose to show up to work and love your neighbor. You may not be rich, but the way you give your life away will point you and others to the truth proclaimed in Mark 10:45 where Jesus says, “The Son of Man did not come to be served, but to serve and give his life as a ransom for many.” When considering your legacy, you won’t regret spending more time with your family, whether that’s taking your kids to school, or coaching their sports.
Authoring these kinds of life stories doesn’t just happen. Living an abundant life is a process that combines long-term vision with intentionality. If you need help writing your next chapter, OneAscent Wealth would be honored to talk about your life, goals, and legacy.
-John Beatty
Advisor at OneAscent Wealth
205-313-9142, [email protected]
Investment advisory services offered by OneAscent Wealth Management, LLC, a registered investment advisor with the United States Securities and Exchange Commission.
