Sarah Around Town

If you follow me on social media, you may have seen that I've welcomed a new critter to my family.

Lady Gillian Winterbottom (aka Gigi) is just nine months old and full of puppy enthusiasm. And because she's a puppy, she doesn't know anything about anything.

So, Gigi is enrolled in Puppy School. 

Learning new skills is challenging but I believe in her.

Here's what's interesting. Gigi has never once felt ashamed that she doesn't know anything. She just takes the world in and learns as she goes.

It's common for clients to tell me that they feel shame for not knowing more about investing and personal finance. But I have to ask, when did you get a chance to learn? Who was there to teach you?

You cannot know what you have not been taught.

If you are feeling behind, like there are things you should know and don't, give yourself a break. You cannot know what you have not been taught.

As your Financial Advisor, I'm here to offer you all of the personal finance education and resources you need to feel confident. It might be a little bit of work, but I believe in you.

Wealth Management 101

HENRYs & Why I Love Them

The first time I heard the term “HENRYs,” I cocked my head to the side and gave my colleague a very confused look. What is a HENRY?

He then explained that HENRY stands for High Earner, Not Rich Yet.[1]

As soon as he explained it, I knew I finally had a word to describe my favorite kind of client. HENRYs tend to be young and have high incomes but modest financial assets.

Their “asset poverty” means that my colleagues and competitors may overlook them. After all, why would a Financial Advisor who bills on assets under management consider pursuing someone who doesn’t have assets?

But they don’t see what I see.

When I look at a HENRY, I see so much to love. This is my love letter to all the HENRYs out there.

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