September 27, 2022 Julie Hyslop


~ A Financial Future that reflects what you value most ~

In reading a recent article on the founder of clothing giant ‘Patagonia,’ Yuon Chouinard, the central theme of being driven by your values and what matters to you most shines through. And while most of us are not multi billionaires running large companies, our own lives can reflect a commitment to what we too care most about. Further, a well-constructed financial plan can provide a road map to achieving a lifestyle the aligns with this objective.

Building a career, business or long-term financial plan should be far more than a process with an end goal to be achieved, Yuon Chouinard demonstrates in the above-mentioned article that it should be a living out everyday of who we are and what we believe in, reflecting how we want to live. At Income Solutions, the stated core of our ‘Four Step Process’:

An individual’s goals are personal. Sharing your goals with others is a crucial success principle. By sharing your aspirations with us, we can understand what it is that you want to achieve and assist you in achieving your goals.

Income Solutions, Our Process

Being driven by a purpose that we are passionate about, no matter what we are working towards, motivates us to achieve. Yuon Chouinard states Patagonia’s purpose as:

Patagonia’s purpose is: We’re in business to save our home planet.

This is straight forward and direct, highlighting that your own purpose and values that drive your own plans and goals can be simple when accurately articulated. Income Solutions process is designed to ensure your identified ‘purpose’ informs your stated individual goals! It will then follow that the ‘success’ we achieve together is the ‘success’ that you value most.

Further, the theme of succession planning is highlighted throughout the ‘Patagonia,’ Yuon Chouinard story, his individual and business succession planning once again mirrors his values and purpose. We do not need a net worth of Patagonia’s $1.7 billion to set up a legal structure that protects our assets. At Income Solutions we are passionate about working with our clients to set up a structure that transfers your assets in a way that best reflects your purpose and values.

A quote from this article can apply more broadly to all of us:

“Each year, the money we make after reinvesting in the business will be distributed as a dividend to help fight the crisis.”

While Patagonia’s decision is to reinvest in fighting issues that affect the planet, it is totally up to you what you would like to reinvest your investment earnings in, whether it be planning for a secure retirement, financially assisting family or having enough money to spend your time on causes and issues that you care most about. Of course, it does not have to be any single one, but a collection of all. Yuon Chouinard and his family have the financial security to live the life they choose, just as with the right planning, you and your family could too!

Income Solutions purpose is to create Real Wealth for our clients, planning for a life free from financial worry and allowing for the smooth transition of assets from generation to generation. Highlighting once again, that we do not have to establish a multibillion-dollar company to achieve according to our purpose and values.

Referenced for this article:

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