By Daniel Dorval, CFP® | Monday, August 27, 2018
It is that time of year again when summer is winding down and kids are getting ready to go back to school. It is also the time when fall sports begin, so my younger daughter, Alaina, started her high school volleyball practices last week. They have a new coach that wants the girls to focus more on personal well-being and development this season. Their theme for the first week of practice was JOY and they talked every day about the differences between joy and happiness. I had not really considered that difference, but as Alaina described some of their conversations to me, I was struck by how similar our group focus is in helping our clients from a planning perspective. We talk a lot about quality of life financial planning, which is really all about helping people develop a plan to build a foundation of joy in their lives. That foundation then allows them greater freedom, security, and flexibility to more actively pursue happiness on a daily basis.