by Ron Bare
Happy New Year! As I reflect on each relationship we have with our clients, friends, and colleagues I have a sense of honor and humility to be invited to the table as an advisor. Coming out of our Year of Impact at Bare Wealth Advisors, I think about the stories of impact we are beginning to hear – whether at home within families, local communities, or impact all over the world – Bare Wealth Advisor clients are helping to make an impact for the better and you are part of that! Generosity has increased, communication within families has improved, businesses have grown, and contentment levels are increasing – all of these are essential for the kind of impact we are called to make. So, as I begin, let me first say thank you for allowing us to be part of your journey.
We have communicated over the past few years how fortunate we have been to be able to grow and serve more families, and we remain committed to growing and serving families who align with our mission and desire a long-term relationship with a trusted advisor. Through serving additional families we have been able to fulfill our mission statement – “to intentionally manage wealth in a way that aligns with your God given purpose, for maximum impact” – more than I ever thought possible! Heading into 2022, what stands out to me more than ever in our mission statement is the word intentionally. I have now served for more than 25 years in the role of a financial advisor, and I have seen firsthand how important it is to be intentional if you wish to make an impact.
We all know that to have a good marriage we need to be intentional, to parent children to become productive, faithful adults takes intentionality, to build friendships, stay physically healthy, to meet and achieve personal growth or to be successful in our jobs/businesses – all takes being VERY intentional! Why would we think it is any different in our financial lives? To make an impact and be wise stewards we need to be intentional.
With this in mind, we feel strongly that our “year of” theme for 2022 should be: The Year of Intentionality. To continue to advance our mission and help our clients make an impact we know that being intentional is more important than ever. As a culture, there is more competition for our time, money, emotions, and energy than ever before. Bare Wealth Advisors is committed to standing with our clients and team members to intentionally advance those things that matters most. Here are some areas we hope to be intentional in 2022:
- Creating a welcoming and caring place for all who enter our door.
- Investing into each team member at Bare to further grow and develop their incredible talent.
- Building stronger relationships with each family unit we are blessed to work with.
- Continue conversations exploring new ways of being intentional in your financial plan.
- Listening for new and improved ways to add value to the advice and services we provide.
As we pursue these initiatives of intentionality in 2022 our desire is to strengthen our relationship with you and your family. We want you to be confident and have clarity on where you stand financially. But, most importantly, we want to ensure that you have an intentional strategy for greater impact in your family and the charitable causes you feel drawn to!
We look forward to connecting with you soon in 2022 to continue the journey towards intentional stewardship!