Highland Private | Wealth Clarity

10 May Successfully Summiting the Mountain of Business

Posted at 11:00h in Decision Points and Life Transitions, Sudden Wealth, Wealth Clarity by Ben Wicks 2 Comments

Anyone living in the Pacific Northwest is familiar with majestic Mt. Rainier, a snow-capped peak that beckons hikers from near and far. Having had the opportunity to climb Mt. Rainier, I have learned that many of the lessons and principles of climbing a big mountain can apply to my work...

03 Feb Goal Setting: Don’t Fly Blind

Posted at 12:19h in Decision Points and Life Transitions, Sudden Wealth, Wealth Clarity by John Christianson 4 Comments

Didn’t January just scream by? In that vein, and if you are like me at all, the goal setting process is intellectually important but can get pushed to something I’ll get to next weekend—kind of like my honey do list. Last year I introduced an easier way to put a few proverbial stakes—translated means goals or intentions—into the ground without the traditional baggage associated with the goal setting process. Most goal setting that I have experienced can become one more thing to get accomplished; and like gravity; can fall to end of the list.

14 Oct The Cost of Living in the Land of Complexity

Posted at 14:08h in Living Fully™, Wealth Clarity by John Christianson 0 Comments

Managing your money and investments while living in the land of complexity can rob joy from your life. Do you want a bigger house or a new shiny toy, or would you prefer the ability to really enjoy your money doing the things that bring you true happiness? I think most wealth creators want the latter, but don’t know how to get there. I was meeting with a new prospect recently, and they were sharing their worries and fears with me as a part of our Ideal Outcomes Conversation™, where we are able to discover what pain points are keeping wealth creators from living the life they desire. In this particular case, money wasn’t the stressing issue per se; this couple had plenty of money and weren’t worried about their next meal or if they could pay for their kids’ college education.

23 Apr Wealth Management: Four Seasons Style

Posted at 14:14h in Sudden Wealth, Wealth Clarity by John Christianson 0 Comments

We just went through a fascinating core values process answering the question: What do we believe in? The one that jumped out first was that we care about people. At Highland, this value is at the core of who we are as individuals and as a team. It has such a strong...

22 Mar The Antidote for Enemy #1: Financial Complexity

Posted at 22:02h in Sudden Wealth, Wealth Clarity by John Christianson 0 Comments

There is a simple truth about wealth that we would all do well to remember: Complexity is the biggest enemy of the affluent. My last few posts describe the journey from success to significance and why so many wealth creators don’t get there — not for lack of trying. The problem is...

24 Feb Getting (Un) Stuck On the Road to Significance

Posted at 05:00h in Sudden Wealth, Wealth Clarity by John Christianson 2 Comments

In a recent post titled Moving from Success to Significance, I wrote about some of the key considerations when shifting your life from a journey of success to a journey of significance. Making this shift requires action, but unfortunately, many wealth creators get stuck along the way. The major barrier to...

01 Feb Goal Setting: A New, Easy, Five Step Approach

Posted at 16:46h in Decision Points and Life Transitions, Wealth Clarity by John Christianson 0 Comments

A few years ago, I found a new way to think about my goal setting experience that felt totally different and unique from the Ideal Outcomes Conversation. ™ discovery process and prior blog posts on life planning. Actually, it was easy and fun, and it has yielded amazing results: it’s called My Life...