This week, as we celebrate World Kindness Week— celebrated during the second week of November —we’re reminded of the profound impact that gratitude and generosity can have on our lives, our communities, and the world. At Wells Gibson, we believe that true financial wellness is about more than building wealth; it’s about leading a life filled with purpose, fulfilment, and meaningful contributions. Giving, in all its forms, is central to this mission, helping us turn gratitude into action and make a difference in the lives of others.
Expanding the Meaning of Giving
When we talk about giving, we often mean it in the financial sense. However, giving isn’t just about money—it can also involve sharing our time, talents, and energy. The essence of giving is about using all our resources, knowing that our time here is short, and that we should make the most of it. We shouldn’t put off what our purpose calls us to do.
World Kindness Week is a fitting reminder to act now, giving from a place of gratitude and using our resources to leave a positive mark on the world. A life led with purpose and generosity enriches not only our own lives but also those around us.
The Fulfilment of Purpose-Driven Giving
True fulfilment and contentment often come from giving—especially when giving is aligned with our purpose, values, and what matters most. For many, the greatest joy of giving is found in supporting a cause or community that is personally significant, often tied to their own life story. Giving in this way is not just an act of kindness; it reflects who we are and what drives us.
A New Approach: Budgeting for Giving First
A refreshing approach to financial planning is to prioritise giving as a foundational part of your budget. Instead of allocating money for giving after budgeting for lifestyle expenses, consider determining what you want to give first and then creating a budget that accommodates this purpose-driven expenditure. By structuring your finances this way, you ensure that your financial strategy aligns with what truly matters, making giving a natural and integrated part of your life.
As Winston Churchill so wisely said, “We make a living by what we get, we make a life by what we give.” This sentiment captures our belief at Wells Gibson that financial wellness is not just about what we gain but about what we give back.
Aligning Your Giving with Your Financial Plan
At Wells Gibson, we understand that every client has unique values and causes that hold personal meaning, and supporting those causes is essential to true financial wellness. We often ask our clients, “Which charities or causes are most meaningful to you?” because we want to ensure that your financial plan reflects what matters most. And as your priorities evolve, or as new causes arise that you’d like to support regularly, please keep us informed. This ongoing dialogue allows us to refine your financial strategy to stay relevant to your goals and values.
Reflect on What’s Important
Living a life of purpose and financial wellness means centring your financial strategy on the causes and communities that matter most to you. Take a moment to reflect on what’s truly important to you. What is driving you to do the things you’re doing? And how does giving fit into your purpose?
At Wells Gibson, we’re here to help you bring clarity and purpose to your giving, creating a financial plan that aligns with your values and allows you to make a meaningful difference.
Connect with Us
If you’re interested in exploring how Wells Gibson can help you create a financial plan rooted in kindness, gratitude, and giving, contact our team. We’re here to guide you in making the most of your resources and turning gratitude into meaningful action.