Embarking Upon a New Year
Image by Heidi Fin
January 22, 2021
Dear Friends,
Our warmest greetings to you all as we embark upon a New Year.
As we look ahead, we are mindful of the lessons, milestones and manifestations of 2020, including the events of these first few weeks of 2021. Having witnessed the swearing in of our 46th President, we wanted to reach out, in the spirit of the moment, and let you know what is inspiring and informing our work at AAG this year. We hope that these opening thoughts will plant the seeds of many fruitful conversations to come.
These unprecedented times have certainly uncovered some profound revelations. The function and character of our systems have been tested. Nevertheless, this has also been a year of immense innovation, community building and for many of us a lifestyle reset. We recognize that 2021 presents us with an extraordinary opportunity to take part in the process of economic and societal renewal.
We at AAG have utilized 2020 as an opportunity for reflection and reaffirmation of our foundational values; how one’s personal relationship to money becomes the energy that enlivens the financial planning process- towards which we apply our values and goals. We have looked forward, and implemented an approach (one that has been in the works for some time) for the long term sustainability of our common endeavor: to develop and support your financial well-being.
We have welcomed additional members to the Arista team! We examined the rapidly emerging trends and dynamics in financial planning and asset management and, as a consequence, have strengthened our capacity to more effectively incorporate values alignment in investing. We have also carefully reviewed our infrastructure and implemented a platform of newly integrated technology to better serve your needs.
Our overarching message, as we walk forward into 2021, is: to deepen the realization of our essential inspiration, and to reinforce our original intentions to serve you in building wealth, abundance and more intentional stewardship of your resources. Substantial wealth is best built and sustained when we know why we are building it and when it serves our life’s intentions, rather than when the goal becomes wealth in itself. In contrast to the general trend of the financial services industry, which tends to favor higher risk short-term investing, we want to support you in building long-term sustainable financial strength as an expression of your values and to serve your life’s intentions. We urge you to engage with us this year and to take on the question: Is my financial life in harmony with my (and/or my family’s) life purpose and values?
We wish you and yours kindness, good health, abundance, vitality and clarity of purpose in this New Year.
Jerry, Bernard, Kim, Eileen, Colleen, Kira and Dave
