April 2022
“The closest thing to being cared for is to care for someone else.”
– Carson McCullers, The Square Root of Wonderful
Greetings!
Caring and caregiving are essential aspects of our life. We care for our families, children, communities, and the planet. That caring can be expressed as a hug, sharing a meal, or mirroring and magnifying someone's brilliance. While caring and caregiving can be a deep, healing, and rewarding experience, it can also be challenging ... and finding ways to care for ourselves is essential.
In my work with clients, I feel one of my highest callings is to be a caregiver. There is a difference between taking care of clients and caring for clients. Taking care of clients emphasizes objective, professional care based on technical and behavioral aspects of my expertise as a fiduciary advisor. It involves action plans, and as long as they're adhered to, they ensure good outcomes. Whereas caring for clients is a heart-based way of interacting with them. It entails being mindful and emotionally present for them. It expresses genuine care and concern for clients and their life experiences simply because they are human beings. It's a privilege to be invited into their lives intimately and accompany them on their life journey.
This month, our articles share ways to provide caregiving through financial planning, helping your loved ones make decisions that can positively impact their financial future. As an advisor, with support from the entire Buckingham team, I am here to answer your questions and provide care for your financial well-being.
Dream. Plan. Prosper.
