Your mountain. Our challenge.

By Sandra Moeller - Saturday, March 14, 2015

As we drive with anticipation across Kansas toward Colorado on our family spring break ski trip, I am excited to be back in the mountains. The peaks and valleys seem so familiar as we have traveled these winding roads in winter, spring and summer in my adults years, but also as a child. For me, the mountains have a power and majesty. They are mysterious and call for adventure, yet are calming and peaceful at the same time. 

Your mountain. Our challenge.As the Director of Marketing for Integrity Advisory, I was so excited when we came up with the mountain theme “Your mountain. Our challenge,” as I felt like it represented our firm so well. First I thought of Tony, and how over the years I have seen him be an excellent guide to clients on their life journey. He has walked with families through their deepest valley, divorce, deaths, loss of jobs. He remains steady, assuring and directing clients to stay on the path, but providing support allowing them to stop and pause. The valleys can be dark, crowded with lots of distractions. However, the mountain tops are full of light and perspective, less congested and always awe inspiring. Many people are so busy working, worrying, juggling that they don’t have the vision and perspective that the mountain top can provide. Tony takes clients to the mountain top, where there is financial perspective, a plan and long term vision . . .  where there is no emotional smog. From this vantage point, they can see clearly, gain understanding, and find calm. 

Mountains have long been symbols of adversity and obstacles, just like managing through life.  Famous mountaineers, who have concurred some of the highest peaks in the world, model for us accomplishment, vision, faith, initiative and courage. When it comes to reaching our own financial and life goals, these are all important qualities to have when overcoming some of our own challenges.

Some people are quite satisfied staying in the valley, too distracted to look up and even see the sky. They cling to the familiar, secure in the known and never even find their way to the trailhead. The path can be scary, unknowns; we worry about finding a trusted guide or disappointed if the work of the hike will produce the desired outcome. Our own journey is much the same way; it requires a trusted guide, a clear path, a desire to take initiative and stay the course.

Moeller FamilyIntegrity Advisory is your trusted guide plotting out a course that is best for you, your family and your life goals. We want your journey to be stress free so you can enjoy the views around you along the way. We hold a moral compass that ensures that we keep your best interest in mind. However, there are lessons to be learned from the mountains and the journey, the trek can be long sometimes requiring you to delay gratification, to let go, to not get distracted with your sore feet, but to keep your eye on the summit. 

Once at the top, the goal is accomplished, the lessons are learned and the view is spectacular.  Your guide was always with you, the journey was worth it, and at the peak you can sit and enjoy. However, don’t be surprised if your new found confidence and perspective allows you to see across the horizon to the next mountain top, the next accomplishment waiting for you. These are Your mountaintops, your accomplishments in life and Our challenge is to help you get there. 

Five Star Professional Award

Five Star AwardTony Moeller, CPA was awarded the 2015 Five Star Professional Award for Wealth Managers.  The Five Star Professional Award goes to individuals who provide exceptional service based on research with peers, firms, consumers and regulatory resources. For more information about the eligibility and evaluation criteria or to watch a short video on how candidates are selected, visit: https://www.integrity-advisory.com/five-star.

 

Quotes    

" I've learned that everyone wants to live on top of the mountain, but all the happiness and growth occurs while you're climbing it."

                        Anonymous

"Nobody trips over mountains. It is the small pebble that causes you to stumble. Pass all the pebbles in your path and you will find that you have crossed the mountain."

                        Anonymous

Quotes selected by the IAG staff

"Life's up and downs provide windows of opportunity to determine your values and goals. Think of using all obstacles as stepping stones to build the life you want."

                       Marsha Sinetar

 "Whenever I climb I am followed by a dog called 'Ego'."

                       Friedrich Nietzsche

 

Tony Moeller, CPA

The information listed in this commentary is a compilation of various publicly available sources and is for informational purposes only. It is not a recommendation or solicitation of any particular investment or strategy. A risk of loss is involved with investments in the stock and bond markets.

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