HOW TO PUT IT ALL IN WRITING
DEFINING YOUR FAMILY’S VALUES & VISION
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They say a goal is only a wish until it’s written down … and we would have to agree. As evidenced by all the 3 Dimensional Wealth tools, we’ve learned that when we write things down, we’re helping our minds process, organize, and incorporate thoughts as well as put them into action. William George Jordan wrote a book more than 100 years ago that resonates to this day. It is one of the Andrew family favorites since its brief read contains an enormous amount of transformative strength. “The Majesty of Calmness” looks at how to consciously train the mind and body to unconsciously act in harmony with your values and vision. It all starts with defining exactly what it is you value, what you want to accomplish, writing it down, and then there’s a sort of subconscious magic that sets into motion. Your mind, coupled with your proactive decisions and actions, will actually help bring things about. Here’s where your family can incorporate these principles and take a powerful step toward Authentic Wealth by defining your Values & Vision Statement — creating a document that will help guide your family’s future. With your spouse, take time beforehand to think through what matters most to you. Then involve your children or grandchildren in gathering their input as you craft the document. Consider creating a first draft, then take time for everyone to review it, and gather as a family to finalize it. There’s no one right way to create your Values & Vision Statement. It can be as short as one sentence, or as long as a few pages. It can be in the form of a motto, slogan, affirmation, creed, manifesto, law, or comprehensive statement.
Here are a few other things to ask yourselves as you compose your family Values & Vision Statement:
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What values matter most to you?
What are your ultimate goals as a family?
• How do you envision the expanding branches of your family interacting/cooperating over the coming years/generations? Once you have it completed, make sure to keep your Values & Vision Statement somewhere that is visible. Consider framing and hanging it in your family or dining room where the family will see it. Give a copy to each child (or to your children’s families if they’re grown). We recommend reviewing it all together at least once a year. Talk about how it applies as everyone’s lives and experiences change and grow over time. Be open to making any modifications as necessary, with input and signoff from the rest of the family.
4 3DimensionalWealth.com
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