On February 1, I started a new chapter of my career with Financial Coach.
I made the move because I wanted to be a trusted advisor for some of life’s most important conversations and decisions.
I hoped to be a guide for people in my own community that would become like family.
And I wanted to serve these clients with a team that could deliver more value and deeper expertise than I could ever bring by myself.
For about two years, I scoured the websites of wealth management firms in the greater Philadelphia area. I researched and dug into each service offer, planning philosophy, and investment strategy. I had extensive conversations with the teams to get a feel for their culture, structure, and vision. I wasn’t just looking for a good place to start a new chapter, I was looking for the place that I would want to spend the rest of my career.
At the end of my comprehensive search and interview process, I was most confident that Financial Coach was that firm. I felt that they would provide me with the best opportunity to bring joy, meaning, and growth to the people in my community. I also felt this team would be the most fun and rewarding to work with.
As I carefully reviewed Financial Coach’s offer letter, I reflected on the ways this group could change the lives of:
- Stressed out working parents that are trying to determine if they can take the more flexible job now AND still support their kids through college in the future.
- The expecting couple that needs to secure life insurance coverage and necessary estate documents, so they can complete their baby registry with peace of mind.
- Busy families that need help staying organized and accountable as they renovate their home, shuttle kids to little league games, juggle their own demanding careers, and navigate multiple financial goals.
- Uncertain shore house owners who are deciding whether they can host 4th of July in Sea Isle, or if they need to rent out their house during the prime weeks of the year to afford the mortgage.
- Families looking to gain clarity and shared understanding on all aspects of their financial picture, while facilitating uncomfortable conversations about the unique and complex decisions that each family faces.
- Divorcees and widow(er)s that need a boost of confidence, security, and positive momentum as we plan to help them through this difficult time and begin to write their next chapter.
- Pre-retirees dream about how, where, and when they would like to retire as they balance “living for today” and “securing financial independence for their future.”
- Retirees navigating the kitchen sink of Medicare selections, social security decisions, supplemental income strategies, and significant life changes all at once.
- Wealthy seniors considering how they can maximize their purpose, joy, and legacy through meaningful experiences, trips, and gifts over the remainder of their lifetime instead of letting the money go unused.
- Any investor that needs help staying disciplined when media noise, peer pressure, and hardwired human behavior can leave them vulnerable to make “the big mistake.”
As I thought of those common situations, I could think of a specific person that I knew currently living each experience. I reflected on the clarity or confidence they might feel if they just had a financial plan and a trusted team of advisors to guide them along the way. And that was all the inspiration I needed to finish my job search, make the leap, and begin this new chapter.
“Where do I sign?” I asked.
This month marked the start of a special career as a wealth advisor. It also began a long and steep learning curve for me. But I’m ready to grow, I’m eager to serve, and I’m curious to see what we can accomplish together.
So if you’re experiencing any of the challenges that I mentioned or have any questions about your financial picture, please reach out.
You now have a friend who is a Financial Coach.
If you’re approaching or in retirement, learn more about us at Financialcoachgroup.com
If you have a growing family and/or an emerging career and need help navigating all of the financial and life decisions that come along with it, learn more about our offer at http://thenewwealthproject.com
The Janiec Reflection 