Staring Out The WindowSubmitted by Stone House Investment Management, LLC on October 25th, 2018
While you may be unable to control what life throws your way, you can control whom you have on your side to help navigate your way through. The following is a message from Stone House Investment Management, LLC Director of Financial Planning/Senior Advisor/Partner, Robert Brown
In 2006, I founded Stone House, with Scott (who also doubles as my brother-in-law), and eventually John (who joined us in 2007). Around the office, I'm a Senior Advisor and the Director of Financial Planning but, at home, I'm better known as 'Dad'.
Last summer, I took my family on an adventure through the hills of West Virginia to loop through Charleston, SC, and Savannah, GA, and back up the map again to our home in Pennsylvania.
Traditionally, I'm the driver of the family, but I got tired of driving and asked my wife to take the wheel. Slowly but surely, as I sat in the passenger seat with my wife taking control of the next leg of our adventure, something started to happen.
The more I trusted her to steer the family to our destination, the more I relaxed. I was able to actually look out the window. Seems pretty silly when I write it down here, but I have to tell you, it was liberating!
Handing off the responsibility of driving reminded me of my childhood trip out west. My parents packed up our family of five into a pickup truck with a cap on the back. My parents sat in the front and my two brothers and I sloshed around in the bed of the truck for thousands of miles. Things were a lot different in the 80's!
My mom and dad would take turns driving. When my dad got to sit in the passenger seat, his demeanor changed. He actually enjoyed the trip and now I know why! I get it. It's a shift in our mindset. When you're driving your whole family around the country, your whole world is in that truck. You need to keep your hands on the wheel, stay alert, stay on point. No room for error. So, for me, it was an"a-ha" moment that I wanted to share with you.
Every one of our clients goes through a similar transformation. The process of going from working full-time and making ALL the decisions in life... to suddenly being retired and working with a financial planner. It's just like asking someone you trust to take the wheel of your car so you can enjoy the ride. Having that trusted adviser guiding you through retirement allows you to fully experience and enjoy your retirement.
Our clients are smart people. Many of them are capable of managing their own finances, but instead, they make a conscious decision to work with us. They've reached a level of trust and have asked us to take the wheel. The most important thing they gain is time; time to engage and share it with those who are important to them, and time to look out the window and enjoy their own lives.
I'm super proud of what we do in our office every day for our clients. Maybe one day, you'll be ready for us to take the wheel of your retirement so you can get some time back for the important things in life.
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Director of Financial Planning/Senior Advisor/Partner
Bob began his career with a large financial services company, where he was educated in fundamental financial planning concepts. During that time period, he became registered as a Certified Financial Planner professional. For several years, he worked through an independent Broker/Dealer to allow his clients more freedom, flexibility, and choice of investments. Bob has worked with hundreds of clients by helping them plan for their goals and establish appropriate allocations within their portfolios. He has dedicated countless hours to volunteer work revolving around his kids’ activities and his community. He continues to serve as an active board member of the Community Foundation of the Endless Mountains as well as the Wyoming County United Way. Admittedly, his weakness is that outside of the office Bob still believes he is 25 years old and that we’re all still living in the 80’s.