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What Defines a Financial Architect SHARING OUR CORE PRINCIPLES
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The value creation principles are a set of 9 universal values that guide our team. Last month, we introduced readers to the first 3 of our principles: “Clients At The Center,” “Always Creating Value,” and “Continuous Improvement.” This month, we’re diving into the middle third of our list and exploring the traits that set our Architects apart from your average financial planner.
ROASTED RADISHES WITH RADISH GREENS
IDEAL TEAM PLAYERS — HUMBLE, HUNGRY AND PEOPLE-SMART
Focus: Our culture. The ideal team members have a foundation of humility, a hunger to be better, and the ability to care about others on the team. All three are important. Humble people share credit, emphasize team over self, and define success collectively. Hungry people are self- motivated and constantly thinking about the next step and opportunity. Finally, those with people smarts have good intuition about the impact of their words and actions. For some, this comes naturally. For others, it is learned. For all, it must be honored and embraced. Leadership is influence. Influence is being effective with people. In contrast, management has to do with being efficient with our time, resources, and talent. We manage or manipulate our resources to gain efficiency. We influence people in order to be effective. Effective relationships require time and investment; the objective is to not minimize these inputs. Focus: Integrity. Leverage the Five Foundations in your personal finances. As a firm, our commitment is to our clients. We know that we cannot lead people farther than we have been. Integrity requires that we follow the principles and sequence of the Model, The 5 Foundations, and the Macro Manager. Most importantly, it clearly communicates to us that we know the value and benefit of following Financial Architecture. It is a reminder to us all that each client can rely on a Financial Architect who is constantly making progress in this area. BE OUR OWN BEST CLIENT EFFECTIVE WITH PEOPLE AND EFFICIENT WITH RESOURCES Focus: Influence people, manage resources.
Radishes start showing up in droves during the spring and summer months, but all too often we only eat the bulbs raw on salads and discard the greens. This recipes bucks both of those trends, with the radishes being roasted alongside their green tops. INGREDIENTS
• 3 bunches radishes with greens attached • 2 tablespoons extra- virgin olive oil • Salt and pepper, to taste
• 2 tablespoons unsalted butter • 2 tablespoons fresh lemon juice
DIRECTIONS
1. Heat oven to 500 F. While heating, trim radishes and wash greens. Pat both dry using a paper towel. 2. In a large ovenproof skillet, heat oil over high heat until shimmering. Season radishes with salt and pepper, add to skillet, and cook until lightly browned, about 2 minutes. Transfer entire skillet to oven rack and roast for 15 minutes. 3. Once removed from oven, return skillet to stove. Over medium heat, stir in butter and add greens. Cook until they are wilted, about 2 minutes. 4. Finish with lemon juice and additional salt if desired. Serve immediately.
Inspired by Food & Wine magazine
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