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Real Financial Advising 

“So what do you do, Jeremy?”

This is a common question we all receive sometimes when talking with new acquaintances.  If I don’t really want to engage much, I’ll usually say “I’m a financial advisor” and that’ll do the job in shutting down the conversation, mostly out of the other person’s fear of being sold something.  (I’m only half joking.)

But it’s a question I think regularly about, mostly because what I think Real Financial Advisors strive to do best isn’t always what people think a financial advisor does.  Fident’s purpose statement is to calibrate wealth with values.  Or as Carl Richards of Behavior Gap says, the overlap of Values with Capital.  

Most people would answer, if asked, that money isn’t an end in and of itself.  It’s a tool, a means, to accomplish something else.  And that’s where I get excited about doing what I do - initially digging at those values, those goals, those aspirations, and those fears.  And then reminding folks what those things are on a regular basis.  Portfolio construction, asset allocation, insurance protection, tax planning - all good (and most times fun, for me) things, but all secondary to the values piece.  

Life is so much more than spreadsheets, calculators, projections, and quarterly statements.  It’s about relationships, goals, aspirations, and meeting the needs we see around us.  

At the end of my career, I hope that clients can say that I didn’t just help them grow their net worth - but that I helped them lead a more fulfilling life of calibrating their wealth to help them live out their values.  That, to me, is extremely rewarding.
Interesting Resources 

1. Andrew Neligan (Twitter) - An Emoji Guide to Investing
I laughed out loud when I saw this image below for the first time - it’s amazing, and so incredibly accurate.  Investing is emotional - and what better way in today’s world to capture that than by emoji’s?  The intelligent, and successful, investor remains calm through the ups and through the downs. 

2. Gino Wickman - Traction: Get a Grip on Your Business (Book)
When my friend Dan saw I was going to read this, he accurately predicted it would be a favorite of mine.  It’s the best business book I’ve ever read, and I’m about 10 years late to the Traction game.  There’s a ton of overlap with financial planning (getting clear on values, setting longer term visions and shorter term goals, identifying obstacles, etc.) that resonated with me, but it really helped cement the vision I have for Fident’s future.  The book blends together theory and practical tools together beautifully.  If you’re a small business owner or part of a leadership team for any organization, I couldn’t possibly recommend it any higher.  
As always - thanks for your attention and the few minutes you grant me each Friday morning.  I’m always astounded at the open rate and responses to this emails, and truly do love the conversations that take place.  

Gratefully, 

Jeremy


PS - as you read this, you may have thought of someone who could use this type of advising in their lives.  If you think they’d find this email helpful, feel free to forward it to them.  Just a heads up though, I'm started a waiting list for new clients but I'd love to at least have an initial conversation to discuss time frames.  
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Phone: 717-208-2235
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Fident Financial, LLC (FFL) is a registered investment advisor offering services in the state of PA and in other jurisdictions where exempted.  Opinions expressed in this email are solely those of FFL, unless otherwise specifically cited.  Material presented is believed to be from reliable sources but no representations are made by FFL as to another parties' information accuracy or completeness.






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