Unlocking Your Financial Potential to Do More That Matters

At Wealth Impact Partners, we often talk to our clients about their “financial potential”. We ask questions like, what are some of things you hope to accomplish with your money? And then we explore if or how they can create the financial resources they need to accomplish those things.

Sometimes people are surprised at what we help them to discover in these reflective conversations. Sometimes they find they have greater potential to accomplish the things they’ve always dreamed of than they ever thought possible. They simply didn’t know what they had the capacity to do until they saw the numbers and they also hadn’t considered the many things they care about deeply and want to do all they can to make happen.

As human beings—both in life and with our finances—we often don’t realize the true depth of our potential. We place invisible limitations on ourselves that keep us from achieving so many of the things we have been uniquely positioned to achieve. The reality is most of us have the potential to do so much more.


3 Questions to Ask to Start Unlocking Your Financial Potential

When you begin to more carefully assess your financial resources and also make time to reflect on those things you care about impacting most with your life and your legacy, here are three key questions to ask:

1 )  What’s Your Dream Plan Look Like?

There was a guy on the first season of Britain’s Got Talent named Paul Potts. He was an average guy, a mobile phone salesman, who no one thought too much of when he walked on stage. Then he opened his mouth and this amazing opera voice emerged and blew everyone away.

Potts went on to win that season of the show. If you watch the video of his first performance, it’s incredibly powerful. It’s also a great reminder of what’s possible when we allow ourselves to dream big, and when we are willing to put in the work and take the action required to succeed.

Unlocking your fullest potential often begins by thinking without limitations. Start without self-imposed financial limitations, and then work with a professional who can help you test whether you can possibly go after these things while being financial responsible and somewhat conservative in accounting for risks, etc. There’s so much more potential in all of us, and in all of our financial situations, than many people will give themselves credit for or even allow themselves to dream about.

We often say to clients, why design a plan that’s just going to provide you with the bare minimum? Let’s design an off-the-chart dream plan. And who knows, maybe you can do some of this. Maybe you can do all of this. But if you don’t allow yourself to think big then you’ll never know.

2 )  What’s Most Important to You?

There’s a college student rushing through campus. He’s got a long way to go to get to his class. He’s already five minutes late, and he’s got a professor who’s a tyrant about being late. As he’s frantically running, he notices out of the corner of his eye a person struggling in a nearby pond. This person is drowning.

In that moment, what do you think this student is going to do? Is he going to worry about getting to class on time or is he going to stop and save this person’s life? What’s more important here?

Putting ourselves in that situation, for most of us the answer is pretty clear. You’re going to drop everything and save that person’s life. This choice doesn’t really seem like a choice at all.

This scenario is a good analogy for our everyday lives: What kinds of situations are you aware of in your life where you have not only noticed but felt a degree of compassion or anger or frustration with something that may be within your power to make a difference for? Are you unwittingly making the mistake of racing past “on your way to class” what your heart is attempting to alert you to? Are you convinced you don’t have the time or money, etc., that is needed? What if you are wrong?

3 )  Can You Do More that Matters?

There’s a scene at the end of Schindler’s List that is one of the most powerful scenes ever in a movie. Oskar Schindler is leaving and many of the Jewish people he has worked to save throughout the film have gathered to say thank you. In this moment, he is hit by the weight of the situation.

Schindler begins to break down thinking of how many more lives he could have saved. It dawns on him: I was so busy with my life, doing all these things I thought were important, and I saved a lot but I didn’t save as many as I could have. Schindler’s sentiments of “I didn’t do enough” and “I could have done more” resonate with all of us.

It all comes back to that idea of reaching your full potential. Do you want to be in a situation like Schindler was at the end, regretting not having done enough to help others? Will you be looking back saying I could have done so much more? I could have created so many more rich memories and experiences for my family and those I love. I could have helped ­____ so much more. I could have made a difference for ____. If I had only lived and given more freely, I could have done so much more!

When it comes to your life and your money, make the most of your potential. Make the time to find some quiet space to reflect and journal your thoughts about the things that are most important to you and the life you’d like to lead. Share that vision with another person you trust, and find a trusted financial professional who can help you design a plan to test how you may be able to achieve some or all of it

Want the financial freedom to be able to do more that matters to you? Contact Wealth Impact today to explore how you can reach your financial potential and follow your aspirations.


The material contained herein is for informational purposes only and is not intended to provide specific advice or recommendations for any individual nor does it take into account the particular investment objectives, financial situation or needs of individual investors. Any tax advice contained herein is of a general nature and is not intended for public dissemination. Further, you should seek specific tax advice from your tax professional before pursuing any idea contemplated herein. This advice is being provided solely as an incidental service to our business as insurance professionals and investment advisors.

Neither Wealth Impact Partners, Valmark Securities nor its affiliates and/or its employees/agents/registered representatives offer legal or tax advice. Please seek independent advice, specific to your situation, from a qualified legal/tax professional.

Securities offered through Valmark Securities, Inc. Member FINRA/SIPC. Investment advisory services offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor. 130 Springside Drive, Suite 300 Akron, Ohio 44333. (800) 765-5201. Wealth Impact Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. BSW Inner Circle and AES Nation LLC are separate entities from Valmark Securities and Valmark Advisors.

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