2026 Week 16

Stewardship in Uncertain Moments

Stewardship in Uncertain Moments

Management is doing things right; leadership is doing the right things.”

~ Peter Drucker

 

Challenging board discussions in family enterprises often begin with a subtle shift. A softer quarter, a delayed contract, rising costs, or a market that feels less predictable than before are some examples of these subtle shifts. The numbers may still work, yet the confidence behind them begins to thin.

Early conversations are typically thoughtful. Leaders compare scenarios, ask questions, and look for what might be missing. As pressure rises, however, the tone of thinking can change. A suggestion that began as one possible path can become a position someone feels responsible to defend. Other options may be set aside too quickly, not because they lack merit, but because uncertainty becomes harder to hold, leading to a premature convergence on a single solution that may not fully address the complexities of the issue at hand.

When the emotional weight increases, the instinct is to seek resolution. Without noticing, the conversation can narrow, and the group may move quickly toward a decision that feels decisive, even if it has not yet benefited from the full range of perspectives in the room.

What Pressure Does to a Group

Under strain, most groups do not become irrational; they become protective. Each person advocates for what feels most responsible or least likely to lead to regret, often prioritizing their own interests or the interests of their immediate group over collective decision-making. Every perspective can hold legitimate insight.

The challenge is preserving curiosity between those views. Questions that would normally deepen understanding may begin to sound like challenges. Listening shifts from exploring possibilities to testing weaknesses, and the room can quietly settle into firm positions even when everyone wants the same outcome.

There is often relief in reaching certainty quickly. Yet the strongest decisions usually emerge when leaders allow space for complexity long enough for the group’s full perspective to shape the path forward.

Holding Clarity Under Pressure

Clarity often begins with a simple shift: slowing the pace. When conversations tighten, the instinct is to resolve them quickly. Effective leaders do the opposite; they create space for the discussion to breathe before moving toward a decision.

This does not mean encouraging endless debate. It means asking thoughtful questions that bring the real issues into view:

● What are we trying to protect?

● What concern sits beneath this proposal?

● Which risk feels most significant?

Questions like these separate emotion from assumption and allow for the expression of perspectives without escalating positions.

Clarity under pressure is not the absence of strong feeling; it is the ability to think alongside it. Families that cultivate this discipline are not free from disagreement, but they become more comfortable engaging in it, which helps them navigate conflicts more effectively and maintain healthy communication. Over time, this steadiness strengthens trust, not because everyone agrees, but because the process remains thoughtful, balanced, and grounded.

What Gets Modelled in These Moments

The most meaningful lessons in a family enterprise often emerge during moments of pressure. While decisions may appear practical on the surface, the process used to reach them creates a lasting impression.

Younger family members are especially attentive in these moments. They are not only listening for outcomes; they are observing how disagreement is handled when the stakes are real. Do leaders remain curious? Does urgency narrow the discussion, or does it encourage more thoughtful dialogue?

Over time, these patterns shape the family’s culture. Clear thinking under pressure is not simply a personality trait; it is a discipline that can be practiced and strengthened. For families whose decisions influence generations to come, that discipline becomes an essential expression of stewardship.

Concluding Thoughts

Family decisions can feel heavier at certain times, and the instinct is often to reach for quick certainty. Slowing down long enough to understand what’s truly being asked and the trade-offs involved builds clarity and steadiness.

Clear thinking doesn’t remove tension; it helps families navigate it thoughtfully. Over time, this approach shapes a culture where people listen, disagree, and make difficult choices without friction.

If your family is in the middle of a high-stakes decision and you would value a steady space to think it through, we would be glad to help. You can schedule a conversation with Beacon Family Office whenever the timing feels right.

DISCLAIMER:
 
Cory Gagnon is a Senior Wealth Advisor at Beacon Family Office at CI Assante Wealth Management Ltd. The opinions expressed are those of the author and not necessarily those of CI Assante Wealth Management Ltd. Please contact him at 403 232 8378 or visit https://beaconfamilyoffice.com/ to discuss your particular circumstances prior to acting on the information above. This material is provided for general information, and the opinions expressed and information provided herein are subject to change without notice. Every effort has been made to compile this material from reliable sources; however, no warranty can be made as to its accuracy or completeness. Before acting on the information presented, please seek professional financial advice based on your personal circumstances.
Picture of ABOUT THE AUTHOR

ABOUT THE AUTHOR

As the Senior Wealth Advisor at Beacon Family Office at CI Assante Wealth Management Ltd., Cory Gagnon has supported successful family enterprises to preserve, protect and transition their wealth since 2011.

Cory’s personal objective as a Wealth Advisor is simple. He is committed to supporting families to take control of the areas of their lives that truly matter to them. This commitment revolves around using specific tools and strategies that enable families to take action with confidence which will support them through life’s critical transitions.

Picture of ABOUT THE AUTHOR

ABOUT THE AUTHOR

As the Senior Wealth Advisor at Beacon Family Office at CI Assante Wealth Management Ltd., Cory Gagnon has supported successful family enterprises to preserve, protect and transition their wealth since 2011.

Cory’s personal objective as a Wealth Advisor is simple. He is committed to supporting families to take control of the areas of their lives that truly matter to them. This commitment revolves around using specific tools and strategies that enable families to take action with confidence which will support them through life’s critical transitions.

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July 2023 Blog Week 4

The Art of Family Decision-Making: Balancing Unity and Healthy Relationships

Family dynamics are an intricate web, whereby family decision-making can often become a delicate balancing act. While prioritizing the well-being and success of the family as a whole, it is equally important to intentionally build and maintain healthy relationships among its members. Making decisions that align with the family’s goals and values while building unity and preserving harmonious connections requires thoughtful consideration and effective strategies.

Effective Communication a Key to Better Family Decision-Making

Communication can either positively or negatively impact how effectively your family grows and maintains healthy relationships. It is a foundational piece to any family office, particularly when it comes to making decisions for the good of the family and explaining why these are the decisions that are being made. Within this communication, it is essential to recognize and navigate the interplay between individual needs and the collective welfare. Each family member brings their own aspirations, perspectives, and desires to the table, which can sometimes lead to conflicting viewpoints. Understanding the underlying motivations and aspirations of each family member is crucial for finding common ground and making decisions that serve the greater good of the family. When noticing any pushback, allow space for emotions to come forth, letting all family members be heard. In the end, tie all decisions back to the larger family vision and values, clearly detailing why a decision is being made the way it is.

Building Trust and Collaboration in Family Decision-Making

Trust and collaboration are essential elements for successful decision-making within families. By cultivating trust and fostering collaborative relationships, families can make informed decisions while maintaining harmonious relationships.

Strong collaboration leverages the diverse skills, knowledge, and experiences within the family to make informed decisions. By working together, family members can tap into their collective wisdom and expertise, leading to more robust and well-rounded outcomes. Collaborative decision-making involves actively seeking input from all family members, ensuring that everyone has a voice in the process. This inclusive approach fosters a sense of ownership and shared responsibility for the decisions made.

Clearly defining roles, responsibilities, and decision-making frameworks that take into account each person’s strengths and interests provides structure and clarity. This transparency helps to minimize misunderstandings, reduce conflicts, and promote effective decision-making. By adhering to agreed-upon processes, families can navigate decision-making with a sense of fairness and ensure that everyone’s input is considered and respected.

Balancing Individual Autonomy and Collective Responsibility

Striking a balance between individual autonomy and collective responsibility is a fine line in family decision-making. It is crucial to understand that diversity of perspectives can lead to innovative and well-rounded outcomes. By acknowledging and valuing the unique perspectives, values, and desires of each family member, decision-making becomes enriched with a variety of insights and ideas. Embracing this diversity fosters an environment where creativity flourishes and new possibilities are explored. It encourages family members to actively engage in the decision-making process, feeling valued and respected for their individual contributions. This sense of empowerment strengthens the family’s commitment to the larger family vision and desired outcomes, as everyone has a voice in shaping the final decision.

Respecting individual autonomy also means recognizing the importance of personal growth and development within the family. Each family member has their own aspirations and goals, and honoring their autonomy allows them to pursue their individual paths while still maintaining a sense of collective responsibility. By encouraging family members to pursue their passions and interests, decision-making becomes an opportunity for personal growth and self-expression. This balance between individual autonomy and collective responsibility ensures that family decisions are not only beneficial for the family as a whole but also support the individual well-being and fulfillment of each family member.

The intricacies of family decision-making while considering both your financial objectives and the well-being of each individual can be a tricky road to navigate. Having a committed external party support you in these conversations can lead to greater understanding within your family unit. At Beacon Family Office of Assante Financial Management, we recommend that you work with an advisor who specializes in bridging financial considerations with your unique family dynamics so you can make well-informed decisions that best serve your family’s interests. To learn more about what this can look like, connect with us for an initial conversation about what you and your family are looking to achieve.

How to Make the Most of the Holiday Season in Calgary

‘Tis the season to indulge in too much sugar, spend time with family, and help those in need. With Christmas just around the corner, there’s so much happening in and around the city to help you embrace the magic of the season. This year, get out and make the most of the holiday season in Calgary with these suggestions.

Shop Early

We all know that the holidays bring a flurry of activity in malls, stores, and markets across the city. Leaving the shopping list to the last minute is always a regretful situation when you have to endure the crowds and long line-ups. To avoid the chaos, get out as early as possible to get a jumpstart on your shopping. Not only will there be more selection, but there will also be more parking and fewer crowds to navigate!

Make Time for Family

Life gets busy, which means we don’t always have as much time as we’d like to spend with our loved ones. That’s why the holidays are an ideal opportunity to rest, recharge, and spend some quality time with family and friends. Meet up for brunch dates, host an app and cocktail party, or cook Christmas dinner to carve out time and catch up with everyone.

Support Local Markets

The holidays are all about embracing the magical, light-strewn settings, the nostalgia from our childhood, and the quaint, cozy markets that pop up across Calgary during this time of year. With so many Christmas markets to explore, you and the family can sip on hot cocoa, find one-of-a-kind, hand-made goods, and support local artisans while creating new memories together.

Give Back

Though giving back is essential any time of the year, the holidays are always a healthy reminder of how lucky we are, and how other families and people within our city aren’t so fortunate. Giving back to support your community, whether it’s through charitable donations, volunteering, or inviting your neighbour over to join you for Christmas dinner, are simple ways to help those who are less fortunate.

With our busy schedules and fast-paced lives, it’s essential to learn how to slow down once in a while and appreciate the special moments with family and friends. Merry Christmas and happy holidays from us at The Beacon Group of Assante Financial Management Ltd.!

5 Reasons Why Charitable Gifting is Integral in a Prosperous Community

Charitable giving can do a lot more than help support a family, organization, or group in need — it can help improve the entire community structure for everyone. Here we’ll show you the reasons why charitable gifting is integral in a prosperous community and how you can take advantage of all the benefits of donating to those around in you.

Makes a Lasting Impact

When you make charitable donations, your gift is often pooled with other people’s contributions, which helps create a more significant impact on the group or cause. This results in larger-scale giving which can have a drastic effect on those in your community who receive the donation.

Improves the Health of All

Just because you live in a wealthy community, it doesn’t mean that everyone is flourishing. A bad investment decision, loss of job, or loss of business could put one of your neighbours in a tight money situation. A charitable gift can help those who are struggling. Donating also has been proven to increase feel-good hormones while improving both the nervous and immune systems.

Influences Others to Give too

Charitable gifting is integral in a prosperous community because it sets an example for your peers and increases the overall involvement of those around you. By sharing online or through social media about the causes you support, you can offer your friends and colleagues a little extra motivation to join in and help make your community flourish.

Enhances Business and Service Growth

You don’t just have to donate to people or causes — you can also help a business, project, or school succeed. By giving to your local school district, you could help them start a technology initiative, scholarship, or after school program that they may not have the funding for. Lifting other businesses and public services up is a win-win for everyone.

Brings People Together

Charitable events bring people in the community together. This can help neighbours get to know each other better, fostering healthy relationships and promoting a sense of community spirit.

Fostering charitable work in the community is the right thing to do. It helps those less fortunate or those who have fallen on unexpected hard times. Not only will it make you feel great, but you’ll also feel proud of giving back and helping to make your community a better place to live for all. Are you looking for a way to make a charitable gift but aren’t sure how? Contact us at The Beacon Group of Assante Financial Management Ltd. — we can help teach you about all the possible ways to give back to your community.

Digital Marketing

When, while the lovely valley teems with vapor around me, and the meridian sun strikes the upper surface of the impenetrable foliage of my trees, and but a few stray gleams steal into the inner sanctuary, I throw myself down among the tall grass by the trickling stream; and, as I lie close to the earth, a thousand unknown plants are noticed by me: when I hear the buzz of the little world among the stalks, and grow familiar with the countless indescribable forms of the insects and flies, then I feel the presence of the Almighty, who formed us in his own image, and the breath of that universal love which bears and sustains us, as it floats around us in an eternity of bliss; and then, my friend, when darkness overspreads my eyes, and heaven and earth seem to dwell in my soul and absorb its power, like the form of a beloved mistress, then I often think with longing, Oh, would I could describe these conceptions, could impress upon paper all that is living so full and warm within me, that it might be the mirror of my soul, as my soul is the mirror of the infinite God!

O my friend — but it is too much for my strength — I sink under the weight of the splendor of these visions! A wonderful serenity has taken possession of my entire soul, like these sweet mornings of spring which I enjoy with my whole heart. I am alone, and feel the charm of existence in this spot, which was created for the bliss of souls like mine.

I am so happy, my dear friend, so absorbed in the exquisite sense of mere tranquil existence, that I neglect my talents. I should be incapable of drawing a single stroke at the present moment; and yet I feel that I never was a greater artist than now.

When, while the lovely valley teems with vapor around me, and the meridian sun strikes the upper surface of the impenetrable foliage of my trees, and but a few stray gleams steal into the inner sanctuary, I throw myself down among the tall grass by the trickling stream; and, as I lie close to the earth, a thousand unknown plants are noticed by me: when I hear the buzz of the little world among the stalks, and grow familiar with the countless indescribable forms of the insects and flies, then I feel the presence of the Almighty, who formed us in his own image, and the breath of that universal love which bears and sustains us, as it floats around us in an eternity of bliss; and then, my friend, when darkness overspreads my eyes, and heaven and earth seem to dwell in my soul and absorb its power, like the form of a beloved mistress, then I often think with longing, Oh, would I could describe these conceptions, could impress upon paper all that is living so full and warm within me.

Workplace Distractions

When, while the lovely valley teems with vapor around me, and the meridian sun strikes the upper surface of the impenetrable foliage of my trees, and but a few stray gleams steal into the inner sanctuary, I throw myself down among the tall grass by the trickling stream; and, as I lie close to the earth, a thousand unknown plants are noticed by me: when I hear the buzz of the little world among the stalks, and grow familiar with the countless indescribable forms of the insects and flies, then I feel the presence of the Almighty, who formed us in his own image, and the breath of that universal love which bears and sustains us, as it floats around us in an eternity of bliss; and then, my friend, when darkness overspreads my eyes, and heaven and earth seem to dwell in my soul and absorb its power, like the form of a beloved mistress, then I often think with longing, Oh, would I could describe these conceptions, could impress upon paper all that is living so full and warm within me, that it might be the mirror of my soul, as my soul is the mirror of the infinite God!

O my friend — but it is too much for my strength — I sink under the weight of the splendor of these visions! A wonderful serenity has taken possession of my entire soul, like these sweet mornings of spring which I enjoy with my whole heart. I am alone, and feel the charm of existence in this spot, which was created for the bliss of souls like mine.

I am so happy, my dear friend, so absorbed in the exquisite sense of mere tranquil existence, that I neglect my talents. I should be incapable of drawing a single stroke at the present moment; and yet I feel that I never was a greater artist than now.

When, while the lovely valley teems with vapor around me, and the meridian sun strikes the upper surface of the impenetrable foliage of my trees, and but a few stray gleams steal into the inner sanctuary, I throw myself down among the tall grass by the trickling stream; and, as I lie close to the earth, a thousand unknown plants are noticed by me: when I hear the buzz of the little world among the stalks, and grow familiar with the countless indescribable forms of the insects and flies, then I feel the presence of the Almighty, who formed us in his own image, and the breath of that universal love which bears and sustains us, as it floats around us in an eternity of bliss; and then, my friend, when darkness overspreads my eyes, and heaven and earth seem to dwell in my soul and absorb its power, like the form of a beloved mistress, then I often think with longing, Oh, would I could describe these conceptions, could impress upon paper all that is living so full and warm within me.

Working Together as a Team

When, while the lovely valley teems with vapor around me, and the meridian sun strikes the upper surface of the impenetrable foliage of my trees, and but a few stray gleams steal into the inner sanctuary, I throw myself down among the tall grass by the trickling stream; and, as I lie close to the earth, a thousand unknown plants are noticed by me: when I hear the buzz of the little world among the stalks, and grow familiar with the countless indescribable forms of the insects and flies, then I feel the presence of the Almighty, who formed us in his own image, and the breath of that universal love which bears and sustains us, as it floats around us in an eternity of bliss; and then, my friend, when darkness overspreads my eyes, and heaven and earth seem to dwell in my soul and absorb its power, like the form of a beloved mistress, then I often think with longing, Oh, would I could describe these conceptions, could impress upon paper all that is living so full and warm within me, that it might be the mirror of my soul, as my soul is the mirror of the infinite God!

O my friend — but it is too much for my strength — I sink under the weight of the splendor of these visions! A wonderful serenity has taken possession of my entire soul, like these sweet mornings of spring which I enjoy with my whole heart. I am alone, and feel the charm of existence in this spot, which was created for the bliss of souls like mine.

I am so happy, my dear friend, so absorbed in the exquisite sense of mere tranquil existence, that I neglect my talents. I should be incapable of drawing a single stroke at the present moment; and yet I feel that I never was a greater artist than now.

When, while the lovely valley teems with vapor around me, and the meridian sun strikes the upper surface of the impenetrable foliage of my trees, and but a few stray gleams steal into the inner sanctuary, I throw myself down among the tall grass by the trickling stream; and, as I lie close to the earth, a thousand unknown plants are noticed by me: when I hear the buzz of the little world among the stalks, and grow familiar with the countless indescribable forms of the insects and flies, then I feel the presence of the Almighty, who formed us in his own image, and the breath of that universal love which bears and sustains us, as it floats around us in an eternity of bliss; and then, my friend, when darkness overspreads my eyes, and heaven and earth seem to dwell in my soul and absorb its power, like the form of a beloved mistress, then I often think with longing, Oh, would I could describe these conceptions, could impress upon paper all that is living so full and warm within me.

Daily Routines

When, while the lovely valley teems with vapor around me, and the meridian sun strikes the upper surface of the impenetrable foliage of my trees, and but a few stray gleams steal into the inner sanctuary, I throw myself down among the tall grass by the trickling stream; and, as I lie close to the earth, a thousand unknown plants are noticed by me: when I hear the buzz of the little world among the stalks, and grow familiar with the countless indescribable forms of the insects and flies, then I feel the presence of the Almighty, who formed us in his own image, and the breath of that universal love which bears and sustains us, as it floats around us in an eternity of bliss; and then, my friend, when darkness overspreads my eyes, and heaven and earth seem to dwell in my soul and absorb its power, like the form of a beloved mistress, then I often think with longing, Oh, would I could describe these conceptions, could impress upon paper all that is living so full and warm within me, that it might be the mirror of my soul, as my soul is the mirror of the infinite God!

O my friend — but it is too much for my strength — I sink under the weight of the splendor of these visions! A wonderful serenity has taken possession of my entire soul, like these sweet mornings of spring which I enjoy with my whole heart. I am alone, and feel the charm of existence in this spot, which was created for the bliss of souls like mine.

I am so happy, my dear friend, so absorbed in the exquisite sense of mere tranquil existence, that I neglect my talents. I should be incapable of drawing a single stroke at the present moment; and yet I feel that I never was a greater artist than now.

When, while the lovely valley teems with vapor around me, and the meridian sun strikes the upper surface of the impenetrable foliage of my trees, and but a few stray gleams steal into the inner sanctuary, I throw myself down among the tall grass by the trickling stream; and, as I lie close to the earth, a thousand unknown plants are noticed by me: when I hear the buzz of the little world among the stalks, and grow familiar with the countless indescribable forms of the insects and flies, then I feel the presence of the Almighty, who formed us in his own image, and the breath of that universal love which bears and sustains us, as it floats around us in an eternity of bliss; and then, my friend, when darkness overspreads my eyes, and heaven and earth seem to dwell in my soul and absorb its power, like the form of a beloved mistress, then I often think with longing, Oh, would I could describe these conceptions, could impress upon paper all that is living so full and warm within me.

Marketing Ideas

When, while the lovely valley teems with vapor around me, and the meridian sun strikes the upper surface of the impenetrable foliage of my trees, and but a few stray gleams steal into the inner sanctuary, I throw myself down among the tall grass by the trickling stream; and, as I lie close to the earth, a thousand unknown plants are noticed by me: when I hear the buzz of the little world among the stalks, and grow familiar with the countless indescribable forms of the insects and flies, then I feel the presence of the Almighty, who formed us in his own image, and the breath of that universal love which bears and sustains us, as it floats around us in an eternity of bliss; and then, my friend, when darkness overspreads my eyes, and heaven and earth seem to dwell in my soul and absorb its power, like the form of a beloved mistress, then I often think with longing, Oh, would I could describe these conceptions, could impress upon paper all that is living so full and warm within me, that it might be the mirror of my soul, as my soul is the mirror of the infinite God!

O my friend — but it is too much for my strength — I sink under the weight of the splendor of these visions! A wonderful serenity has taken possession of my entire soul, like these sweet mornings of spring which I enjoy with my whole heart. I am alone, and feel the charm of existence in this spot, which was created for the bliss of souls like mine.

I am so happy, my dear friend, so absorbed in the exquisite sense of mere tranquil existence, that I neglect my talents. I should be incapable of drawing a single stroke at the present moment; and yet I feel that I never was a greater artist than now.

When, while the lovely valley teems with vapor around me, and the meridian sun strikes the upper surface of the impenetrable foliage of my trees, and but a few stray gleams steal into the inner sanctuary, I throw myself down among the tall grass by the trickling stream; and, as I lie close to the earth, a thousand unknown plants are noticed by me: when I hear the buzz of the little world among the stalks, and grow familiar with the countless indescribable forms of the insects and flies, then I feel the presence of the Almighty, who formed us in his own image, and the breath of that universal love which bears and sustains us, as it floats around us in an eternity of bliss; and then, my friend, when darkness overspreads my eyes, and heaven and earth seem to dwell in my soul and absorb its power, like the form of a beloved mistress, then I often think with longing, Oh, would I could describe these conceptions, could impress upon paper all that is living so full and warm within me.

Plan Your Business

When, while the lovely valley teems with vapor around me, and the meridian sun strikes the upper surface of the impenetrable foliage of my trees, and but a few stray gleams steal into the inner sanctuary, I throw myself down among the tall grass by the trickling stream; and, as I lie close to the earth, a thousand unknown plants are noticed by me: when I hear the buzz of the little world among the stalks, and grow familiar with the countless indescribable forms of the insects and flies, then I feel the presence of the Almighty, who formed us in his own image, and the breath of that universal love which bears and sustains us, as it floats around us in an eternity of bliss; and then, my friend, when darkness overspreads my eyes, and heaven and earth seem to dwell in my soul and absorb its power, like the form of a beloved mistress, then I often think with longing, Oh, would I could describe these conceptions, could impress upon paper all that is living so full and warm within me, that it might be the mirror of my soul, as my soul is the mirror of the infinite God!

O my friend — but it is too much for my strength — I sink under the weight of the splendor of these visions! A wonderful serenity has taken possession of my entire soul, like these sweet mornings of spring which I enjoy with my whole heart. I am alone, and feel the charm of existence in this spot, which was created for the bliss of souls like mine.

I am so happy, my dear friend, so absorbed in the exquisite sense of mere tranquil existence, that I neglect my talents. I should be incapable of drawing a single stroke at the present moment; and yet I feel that I never was a greater artist than now.

When, while the lovely valley teems with vapor around me, and the meridian sun strikes the upper surface of the impenetrable foliage of my trees, and but a few stray gleams steal into the inner sanctuary, I throw myself down among the tall grass by the trickling stream; and, as I lie close to the earth, a thousand unknown plants are noticed by me: when I hear the buzz of the little world among the stalks, and grow familiar with the countless indescribable forms of the insects and flies, then I feel the presence of the Almighty, who formed us in his own image, and the breath of that universal love which bears and sustains us, as it floats around us in an eternity of bliss; and then, my friend, when darkness overspreads my eyes, and heaven and earth seem to dwell in my soul and absorb its power, like the form of a beloved mistress, then I often think with longing, Oh, would I could describe these conceptions, could impress upon paper all that is living so full and warm within me.