Your Cardinal Goals – Evaluate what is of Foremost Importance
Throughout my life, I’ve always approached everything thoughtfully, ensuring my decisions are thoroughly researched, well-reasoned, and carefully planned. When the time came to create a logo that would represent my company, I deliberately chose a Cardinal, and this choice was far from arbitrary.
Introducing the Gilbert Wealth Cardinal - a symbol of financial planning and wealth management. But what does the Gilbert Wealth cardinal truly stand for?
The cardinal’s bright red body makes it one of the most recognizable birds. Found all over the eastern side of the USA, seven states, including my home state of Indiana, claim the Northern Cardinal as their state bird.
But – it’s more than that.
The word “cardinal” holds a deeper meaning of “foremost importance,” which perfectly embodies the essence of my daily work. I assist individuals in cutting through life’s noise and the intricacies of finance, allowing them to focus on what truly matters – their own cardinals.
What is your cardinal, your most important goal?
What are the cardinal values in your life that are driving your goals?
Have you considered what holds true significance in your life? Is your cardinal goal centered around preparing for and transitioning into retirement? Or is it about funding your children’s or grandchildren’s college education? Maybe it involves organizing a memorable family vacation, starting a family of your own, or exploring the world with your young kids. Alternatively, your cardinal ambition might revolve around launching a business venture or making a difference by supporting charities that align with your values.
It’s crucial to pause and reflect. Have you genuinely contemplated what truly matters to you? And furthermore, have you ensured that your financial resources are aligned with achieving those goals?
My Cardinal
My cardinal revolves around helping more people achieve their financial goals through providing financial planning with excellence, detail, and with a high level of service– which is exactly why I founded Gilbert Wealth LLC in 2021.
This is my way to change the world– I help one family at a time, enabling them to do what they dream, which then ripples out from them as they help others. It starts with helping clients invest their hard-earned savings and moves through planning for future generations and charitable giving and on to planning for their estate. My fixed, complexity-based fee model makes planning affordable and straightforward so that clients can have confidence in my advice as truly unbiased as we navigate to find the best financial strategies.
