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  • Writer's pictureJosh Dandurand

Grounded by Purpose

Updated: Feb 21

Purpose: The reason for which something is done or created or for which something exists.

BirdsEyeView Photography

When I started Walden I had a clear vision for the firm. I want Walden to be more than a Financial Advisory firm. As the mission of the firm states, I want to inspire my clients to live with intention and purpose, and I truly mean that.

Sometimes though, as clear as my vision seems to be, I find myself distracted by other ideas. One of the cons of striving to be open minded and intellectually curious is that it’s easy to become infatuated by other ways of doing things.

Earlier this week I had a conversation that started me down a path of questioning some things I’ve been working on. I spent at least a day thinking about these alternatives, and ultimately concluded that nothing I was considering supported my vision for Walden.

This thought exercise brought with it a bit of an “a-ha” moment; if it weren’t for having a mission for the firm, I likely would've followed this other path. But because the mission of the firm is grounded in a clear purpose, I was able to refocus and get back to the work that will move us closer to our vision.

I share this with you because I think this presents an opportunity with our financial planning work. When we have a clear purpose, it’s much easier to stay focused on our mission, and in the case of financial planning, reaching our goals.

For example, if your financial purpose is to use your resources to allow more time with your family, then taking the job with higher pay but more demanding hours might not be the best choice. Of course, on paper it might seem like the right thing to do, but as it relates to what is important to you, it might actually be the wrong thing to do.

This all starts with defining a purpose, an exercise we will be incorporating into our process soon. I’m excited to have these conversations with you and I know that it will bring a newfound clarity to the work we do together.

If you found these thoughts to be interesting, helpful or entertaining, please feel free to share with a friend.

Dandurand Financial Partners, LLC d.b.a Walden Financial is a registered investment advisor offering advisory services in the State of Ohio and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training. The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision. Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site. The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Dandurand Financial Partners, LLC d.b.a Walden Financial disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. Walden Financial does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall Walden Financial be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if Walden Financial or a Walden Financial authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

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