The Financial Groundskeeper

A Groundskeeper and a Financial Advisor share a common mission: cultivating growth by tending to small details that yield long-term results today.

Both roles require ongoing maintenance—just as a garden must be weeded and pruned, a financial plan must be regularly reviewed and adjusted. 

They are also protectors, guarding against threats that could erode the value of what they care for, whether it’s pests in the soil or financial risks in the market. 

Consistency and faithful stewardship define their work, as success is built through steady, intentional effort over time. 

At their core, both are caretakers, entrusted with preserving and enhancing something valuable for others to enjoy and benefit from. 

Many lessons were learned as a landscape contractor and groundskeeper from the late 1980s until 2000.  

From the business side as well as the horticulture side.  

The parallel between financial services and groundskeeping is undeniable.

These lessons benefit my clients greatly.