What's All This For, Anyway?

If your job or company disappeared tomorrow, would your sense of purpose disappear with it? Awkward silence?

 For most of us, work is more than a paycheck—it’s where we spend our time, our energy, and a huge part of our identity. Whether you're running the show or leading within it, it's easy to get so focused on growth and the grind that you lose sight of something bigger: what all this is building toward.

 This month, we’re talking about purpose.

 Not the kind you put on a vision statement for the bank. The real kind—the reason you built this business and what you want life to look like when the business isn’t your whole life.

 Let’s get to work.

Tools of the Trade

You’ve probably written a business mission statement. But have you ever defined your personal purpose?

 Here’s a simple formula to get you started:

 "I exist to [what you do / who you help / how you add value] so that [the impact or purpose you want to achieve]."

 Example:

 “I exist to help business owners design intentional lives so that they can create freedom, legacy, and fulfillment.”

 Want something deeper?

 Try Franklin Covey’s free Personal Mission Statement Builder 

Firm Foundation 

Business is personal. Trying to separate the two is, well… insane. To build a truly successful life and business, your personal purpose, financial plan, and business goals must support each other.

 But for most owners and professionals, personal clarity is the part that gets ignored.

We throw everything into the business and tell ourselves we’ll figure out the rest later.

 Sound familiar?

 Here’s a better path forward. Picture a three-legged stool:

• Business Goals – Building a sustainable, transferable company
• Financial Goals – Securing your wealth and future lifestyle
• Personal Goals & Purpose – Defining what matters most beyond the business

When one leg is weak or missing, the whole thing wobbles. That’s what happens when we scale a company but ignore the “why.”

 Purpose isn’t fluff—it’s strategic. It:

• Shapes how you run your business
• Gives direction to your financial goals
• Ensures that you're not just stepping away—but stepping into something

 Skip this step, and you risk boredom, identity loss, or regret after an exit. Nail it, and your next chapter can be the best one yet.

How We Partner With You

It’s not just about growing the business or padding the portfolio—it’s about making sure your work supports what truly matters most. 

 That’s where we come in. We help business owners build a comprehensive plan that connects the dots between business goals, financial freedom, and personal purpose. We’ll sit with you to define what matters most, then create a strategy that aligns your time, wealth, and energy around it.

 Because the goal isn’t just to exit—it’s to transition into the life you’ve worked so hard to build.

 Let’s talk about what that looks like for you.

*The foregoing content reflects the opinions of Van Hulzen Asset Management DBA "Van Hulzen Financial Advisors" and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful. 

Investment advisory services offered through Van Hulzen Asset Management, insurance products and services through Citadel, an affiliated company. Any references to guarantees relate only to insurance products and are based solely on the claims paying ability of the underwriting company.