THE PURPOSE BEHIND

BY TRAVIS CULLMAN, CFP ® , CPFA

HAVE YOU EVER paused and wondered: Why am I doing this? Why do I go here? What am I truly trying to accomplish with my life, and why? Why do I want to retire, buy this house, take this trip, save this much money, land that promotion, etc.?

We’re all searching for meaning and purpose. Some people seem to have been born with a mission. Others of us, if we’re being honest, just want our life to mean something - to leave our mark on this life, right? And many of us, sadly, are simply chasing status, wealth, and praise.

Let me ask you something: Do you know your purpose? Do you have your WHY? What motivates you, inspires you? Is it travel and extra time with family during retirement? Is it leaving a legacy to your children because you grew up poor? Or maybe it’s leaving a significant portion of your wealth to charity to impact the less fortunate?

One of the best parts of my job is meeting a wide variety of families who all share different values and beliefs. While some are motivated to save and enjoy their golden years, others are inspired to continue “working” during their retirement while donating their resources (both time and financial) toward charitable impact. The underlying motivations for financial independence are as diverse as the spring temperatures here in Tennessee!

Here at Cullman Wealth team, we believe everyone can live a life of financial purpose. Everything we do is rooted in our passion for stewardship and service. When you become a client, you’re not just a number. You’re family! We’ve got your back. And whether it’s regret over your past mistakes or anxiety about the future, you CAN overcome these obstacles and live a life of purpose. You CAN be courageous. And you can achieve, contribute, and give back more than you ever dreamed.

How do we know this? Because we see it every day in our clients. They inspire us. And the one unifying point they all have in common is a stated purpose and vision for their lives.

A wise man once said “the depth of your endurance is directly proportional to the clarity of your vision.” Do you have your WHY written down? More importantly, if we reviewed your calendar and bank statement together, would they point to your greater purpose?

Do you know your “why?” Maybe you haven’t had the time to write it down, but you have a good idea of what you think it is. It may sound simple, but our WHY is helping you figure out yours.

SageSpring Wealth Partners

136 Concord Road Knoxville, TN 37934 865.686.5202

SageSpring.com

Travis Cullman, CFP®, CPFA Senior Vice President, SageSpring Investment