What would you be if you could be who you are?


Build wealth doing what you love.  Let us show you how.

It may sound like a rhyme from a Dr. Seuss book, but it’s an entirely serious and revealing question. 

What if you knew what it is you are meant to be and do in life –- your purpose –– and then acted on it?  What kind of difference could it make in your building personal wealth and living the life you dream of for yourself and your family?

Age isn’t a factor to finding out your purpose in life.  It’s never too early, never too late.  We humans are remarkably flexible and resilient about making changes in life (careers, pursuits, habits), especially when we have a good enough reason to do so –– family, money, happiness, personal fulfillment.

The trick is to find out ‘who’ we are. Science can help. There are quick and proven assessments that reveal this information, specifically how we think about and react to things if we had no other factors affecting us in life. 

The Kolbe A® Index, for example, measures what’s known as our conative strengths –- the actions we take that result from our natural instincts.  Simply put, “what makes us tick”. People who learn this about themselves and then build on their instinctive interests learn to position themselves for greater success, wealth and happiness. 

StrengthFinder® is a simple assessment to help uncover our inherent talents and develop them into strengths.  Having this information can change the way we look at our self, the world around us, and guide us to doing what we naturally do best. 

Kolbe and StrengthFinder are two of the most powerful life-building, wealth-building tools we’ve seen have a remarkable impact on our clients –- self-discovery tools that help to turn your personal strengths into financial strengths. 

If it sounds like we’re your champions at Lenox, we are.  It’s why “we start with you, not your portfolio”, building on your natural interests and inner strengths to help you FUND A LIFE YOU LOVE.

We can’t wait to tell you more.  What wonderful things will you discover about you?   Where will they take you?  Or as Dr. Seuss would say, “The more that you learn.  The more places you’ll go.”

If you’re ready to discuss financial planning that will allow you to Fund a Life You Love®, we’d love to tell you more.  Let’s talk.  It’s your tomorrow.

Call us for a complimentary 1 hour review.  Call 513.618.7080 or contact us to Fund a Life You Love.


Past Performance is not indicative of future results. This blog is limited to the dissemination of general information pertaining to its investment advisory/management services. This is not intended to be personalized investment advice. Please contact a Lenox adviser if you would like additional information.