New Year’s Resolutions or Intentional Conversations?

As we approach the end of the year, I know a lot of people like to reflect on the past and look forward to the opportunities that lie ahead. I am sure everyone of us has, at some point in our lives, set a new year’s resolution. A Google search on resolutions produced this list:

  • Save more money
  • Exercise more
  • Eat Heathier
  • Lose weight
  • Reduce spending
  • Reduce stress
  • Spend less time on social media.

One common theme with the items above is that they are focused on one’s self. That doesn’t make them bad, but life is short, and I have never regretted an intentional conversation. I would like to challenge you to ask yourself and those near and dear to you five important questions. These are questions that could have helped shape who you are or could make a major impact on someone’s life this year. These types of questions can act as a roadmap for better understanding each other and a platform for intentionality.

  1. What is one piece of advice that somebody gave you that you feel has altered the course of your life?
  2. What’s a piece of advice that you gave to somebody that might have altered the course of their life?
  3. If you could give somebody some advice and you knew they would take it, what advice would it be, and who would you give it to?
  4. If you set one goal for yourself and knew you would achieve it, what would that goal be?
  5. If you could do something for somebody else in the next year, what would you do, and who would you do something for?

We love being part of your life. If you care to… please email us at with your answers to one or more of these questions from above.

Happy New Year!

Join us in Celebrating Ross Financial

Who We Are

Our Approach to Service

Let's Meet

What We Do

50 Benefits for Clients

Our Process

Financial Roadmap