The story behind our “Quadrant” name and how we incorporate it into our practice
Terry explains that earlier in his financial career while living in San Francisco, he had a mentor – an influential, successful surfer – who talked to him and other trainees about “emotional asset allocation,” the four quadrants that make up the whole of you: 1. Yourself (what makes you, you); 2. Work (what makes you good at what you do); 3. Family; and 4. Religion/spiritual well-being/purpose.
All of these make up the self, but since different phases of your life will have different focus, they won’t all equally involve 25% of your time, every hour every day. You will be pulled in different directions at different times: You will rebalance. The key is to understand the balance. When Terry helps you with your comprehensive life plan, he always takes into consideration the four quadrants.
“I’m a numbers guy, so as a young professional the idea of being able to run a financial analysis based on an individual’s goals, resources and intended savings was attractive to me. As I got more deeply involved in this profession, I realized that it was much more personal than numbers.
“Now my favorite part is hearing each individual’s story, what drives them, as well as their hopes, fears, dreams and priorities. All of that information is vital to creating a customized and relevant plan for each client. Hearing each story and attending to it is abundantly interesting and fulfilling,” says Terry.
