Here is the “eagerly” anticipated second part of my blog.  Before you get into reading this, I truly do appreciate you taking a peek and perhaps learning a bit about what I do for my clients. I wish you a very Merry Christmas and happy holiday season. It has been a great year for me and for Bakerview, and looking forward to an exciting 2018 in my business. There are a ton of changes to the way we save and spend our money for 2018, and I look forward to guiding my clients through this new reality of “fair”.

The Golden Rule– those who have the gold, make the rules. This rule is very evident in North America. Regardless of where you live in Canada or the USA, rules are made and changed by the power brokers in various governments.  It is our job to look at all things in the media, and put forth by our representatives, and think critically about what they are saying. One of my mentors always told me that there are always three sides to every story;  your side, my side, and the truth

The arrival syndrome– This is the most devastating part of humanizing finances. This phenomena has probably limited human achievements more than anything else. We turn off our ability to innovate and receive inspiration when we think that we have arrived. We get stagnant and we rot. There is always more that we can do.  Bill Gates has been used as a monster of capitalism and killing his competitors; however who has heard of the Bill and Melinda Gates Foundation? This foundation has partnered with various organizations to make a better world, and not to sell more computers or software.  Remember Polio? The Gates foundation has partnered with Rotary international to help eradicate this painful disease. This is a perfect example of someone who has more money than they will ever need, but is trying to find a way to better our world, without any promise of return.

In looking at doing Financial Planning, it is very apparent that a large portion of this is overcoming human nature. My role in this is to look at all aspects of one’s life and make recommendations that change how people have been using money.  If there is a problem, we need to modify the behaviour and adapt the plan to the new reality.  When one has fought off the elements of human nature, they will feel a new sense of control and power over their life. That is the real element of what I am trying to do at Bakerview Financial.  It’s a different way of looking at an age old problem.  The majority of people who have gone over their financial situation, faced their demons and have a plan built, they respond by feeling like they have more control over their destiny, and the future looks brighter.

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