Fall is a season of gratitude—of gathering blessings, reflecting on the year, and sharing what we’ve been given. But gratitude doesn’t only happen around the table. It can also begin in our homes and hearts as we embrace a more intentional, generous way of living.
At Trove, we believe a generous life does more, shares more, and gives more. Ultimately, generosity begins with a stewardship mindset. That means recognizing that everything we have—our time, talent, and treasure—isn’t just for us. It’s been entrusted to us for a greater purpose. How we manage those gifts reflects the kind of legacy we’re building.
That’s why we created the Trove Personal Financial Dashboard—a simple, powerful tool to help individuals and families gain clarity on their spending, saving, and giving habits. Many of our clients come to us unsure of where their money is going each month. Without that clarity, it’s difficult to save intentionally, give consistently, or invest in what matters most.
The truth is, most people don’t intend to be inconsistent with their giving or reactive with their spending. But without a clear picture of their finances, good intentions can drift off course. The Dashboard brings focus to your financial habits—so you can be more thoughtful with every dollar, even allowing you to build in an automated approach to saving and giving if desired.
When you begin tracking your financial patterns, you can:
- Make smarter, values-aligned decisions
- Support causes close to your heart
- Eliminate unnecessary stress and uncertainty
- Build habits that reflect your long-term goals
- Pass on generosity to future generations
This kind of clarity can change your financial story—and shape the legacy you leave. It’s not just about numbers; it’s about living with purpose and direction. When generosity is woven into the rhythms of your daily life, it becomes second nature—and incredibly impactful.
We’ve seen firsthand how generosity can transform families. When parents manage their resources well, they create a ripple effect. Children grow up watching and learning. Financial conversations become moments of mentorship and even discipleship. And over time, generous living becomes a shared family value.
Generosity is a gift you can pass on. As you become a better steward of your resources, you model values that your children and grandchildren can carry forward. Whether it’s choosing to give, budgeting with purpose, or planning for the future—those small decisions shape the kind of legacy you’ll leave behind.
Next month, we’ll explore how to nurture this spirit of gratitude through intentional family conversations. But for now, consider this: building a budget might just help you build a better marriage, a stronger family, and a deeper legacy.
Let’s make this the season you grow more that can endure for generations to come.
Disclosures:
Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Investment advisory services offered through Valmark Advisers, Inc. a SEC registered investment advisor, 130 Springside Dr., Suite 300, Akron, OH 44333-2431, 800-765-5201. Trove Private Wealth® is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.