Insights Blog
Small Steps, Giant Leaps: A Journey of 22 Years
Jun 19, 2023 // Adam Bruderly
In the fall of 2001, my then girlfriend, now wife, persuaded me to go for a short run. At this point in my life, I had recently graduated college, entered the workforce, and was in a challenging mental space at the time. All of this while having failed to move on from many of my unhealthy habits as someone in their early twenties. My idea of a weekend warrior was splurging on the Wendy’s dollar menu, late nights out, and binge-watching old Seinfeld seasons. As much as it pained me, I felt obligated to join her and regretted it the minute we started. Throughout the run, I kept asking how far we had gone expecting her to say 4 or 5-miles. But when we returned, she congratulated me on completing a 2-mile run. Despite my initial embarrassment, I gradually began to feel a sense of energy and accomplishment. Little did I know that an exceedingly small release of endorphins was about to change my entire life.
Reflecting on the last 22 years, that 2-mile run truly shifted my entire perspective. Despite the difficulty of that initial run and the many that ensued, I came to understand that every tiny step I took was a step towards progress. That day served as a priceless gift, catalyzing my adoption of a new lifestyle that revolutionized my mentality, health, habits, and comfort zone.
The message is clear: you don’t need monumental changes for profound impact. It all starts with one minor step in the right direction. So, how can we assist you in taking that first step?
Fueling the Pursuit of a Life Well Lived
From my experience working with wealth management clients, I’ve noticed a common thread among those who find real fulfillment in their financial success. They view money not as the end goal but as a vehicle—a means to pursue what matters most. It’s the foundation that lets them start a foundation, create lasting memories with loved ones, or explore new interests without constraints.
What is Wealth?
According to Investopedia “wealth is measured by taking the value of all the assets of worth owned by a person. This is determined by taking the total market value of all physical and intangible assets owned, then subtracting all debts. Essentially, wealth is the accumulation of scarce resources.”
How Many Summers?
After my first son was born, I began to think about what the next phase of our lives looked like. We went from two busy professionals who could hop on a plane for a weekend trip, grab dinner, or chase endless weekend adventures to first time parents. We were 2,000 miles away from family trying to plan the one or two trips a year that we could see them which led me to ask this question, how many summers do we have left?