The answer is simple. We've earned our experience the hard way with 30 years of ups and downs in the market, and have learned what works and what doesn't. Where some firms believe "profit" is the most important part of investing, we believe it's "risk". Where some firms believe in "buy and hold", we believe in managing each investment "actively". Where some firms believe in managing your money "without you", we believe in managing your money "with you". After all - It is YOUR money!
Money management is about passion. As with anything in life, we are successful at the things we have the most passion. Why? We are willing to invest time, energy, and effort to achieve the end result. If you have heard me speak publically, or talked with me individually, you know I am passionate about money management. One of my primary goals in life has been to make money by removing the obstacles that keep investors from achieving financial goals. The lack of passion is an obstacle. Without passion we may know money is important and know we should learn more about managing it, but we lack the desire to do so. Thus, we procrastinate, or in our spare time we attempt to learn more about the process. In the end, we either delegate the responsibility to someone else or we do nothing at all. I cannot give you the passion to manage your money, but I can give you the alternatives needed to accomplish the goal of managing your money.
When asked the question, “Do you manage money?” the simple answer is “Yes”. Money Strategies was founded over 25 years ago on the premise of developing strategies for money management that achieves a predefined goal. Sounds great, doesn’t it? The reality is Money Strategies is a money management firm focused on making money for its clients. We have built disciplined strategies focused on that primary objective. Those strategies are outlined on our websites and you are welcome to review them at your leisure. Our goal is to manage money, not markets, and by doing so we focus on risk management, which is as a flowery way of saying we don’t like to lose money.
I spent more than twenty years of my career attempting to teach individuals, business owners, and corporations how to plan for the long term. We designed elaborate financial plans and business plans only to watch them accumulate dust. What I came to realize over time was making money is the only goal that really matters. If you make enough money over a period of time you can accomplish all of your goals. When it comes right down to it, that’s all that really matters.
The key to any successful business relationship is finding a person or company that is passionate about delivering a service or product that meets your specific needs or desires. At Money Strategies we are passionate about managing money to make money by avoiding unnecessary risk. If you are passionate about making money with your money, but lack the expertise, time, or passion, we may be the firm you want to talk with.
I understand we are not right for everyone, but I also know that in a sea of minutia we are a breath of fresh air. Our goals as a company are simple. Our strategies for delivering money management is simple, and we have fun doing what we do every day because we are passionate about money management. If we are a fit for you, we look forward to speaking and working with you. If we are not a fit for your needs, we hope you have learned and benefitted from the experience of our workshops or websites.
Dare to Dream
Jim Farrish Founder -Money Strategies, Inc.
“The difference between a successful person and others is not a lack of strength, not a lack of knowledge, but rather a lack of will.” Vince Lombardi.