The average person has a few beliefs about wealth:

  1. It’s a privilege that only a few “lucky” people have.
  2. If someone has wealth, they probably took it from someone else.
  3. Their efforts and investments in education, professional skills, or homeownership will determine how much money they have.

Sadly, they’re missing a key ingredient the ultra-wealthy already know—and implement.

Wealthy people know that living in a capitalist country has its perks. They also realized they had the right to be rich if they were willing to create massive value for others.

A conversation they regularly have with themselves: If I serve others by solving problems, why shouldn’t I get well-compensated for it?

As Elon Musk says, “You get paid in direct proportion to the difficulty of problems you solve.”

If wealth was a city, serving others would be the key to it.

Instead of focusing on how to save more money on groceries and bills this month, why not brainstorm new ideas that have the potential to fix a common problem?

At Money & Clarity, we focus on fixing the most common problems when it comes to financial strategy. There are some common misunderstandings regarding how to build a secure future for yourself and your family. We have developed the right solutions for the most pressing problems our clients face. 

We’d like to do the same for you. Call us today at 513-563-PLAN (7526) or book online to schedule your free portfolio analysis. There’s a very good chance that you’ll have a few light-bulb moments that could lead to some very lucrative opportunities when you meet with us. Let’s find out together.

Nikki Earley, CFP® & Dan Cuprill, CFP®

P.S. It’s that time of year, again—the time when Mother Nature decides to take a huge broom and clean up the place. Hunker down for my next blog post!

P.P.S.  To learn the steps you can take to protect and even capitalize on recent investment volatility in light of COVID-19, check out my webinar.