I’m Jeremy – content creator here at Calibrating Capital, but primarily a CERTIFIED FINANCIAL PLANNER™ professional and founder of Fident Financial, LLC, an RIA located in Pennsylvania. Fident’s mission with its clients aligns with what you see here – helping to calibrate wealth with values.
A quick backstory will give you some perspective on how I view things in our financial world.
I was hired at a local advisory firm straight from college after completing my internship. About a year or two after starting, I was talking with a college friend about our lives post college. As I was describing what I do, he said “Oh – so you help rich people get richer?” It was on the phone, so I don’t know if he was being sincere or pithy.
But the words struck me. Hard. His top of mind comment hit a sensitive spot with piercing accuracy. At that point in my career, I hadn’t evolved to the point of exploring values, discussing goals, ranking priorities, and other really, really important components of my clients’ lives.
The conversation forced me to evaluate if this was what I really wanted to do in my life.
To shorten the story, after a long time of reflecting, I realized this was indeed the profession for me, and that rather than “just” helping rich people get richer, I can ask questions and provide some clarity on What they want to do with their wealth, Why they feel that way, and How to go about using the wealth in intentional ways.
Instead of “just” heling people right people get richer, I want to help people live richer lives.
Side note: growing net worth is still a core function of my job, because it can lead to even more fulfillment of goals, but it is no longer the primary function.
At the end of 2020, I stopped taking on new clients. You can read more about that story here.
Although I’m not actively growing my RIA, I still like building stuff. Like the One Page Financial Plan Course, alongside an industry hero – Carl Richards. I’m also teaming up with some friends to bring to the financial advise world a course to help advisors create Statements of Financial Purpose with their clients.
I’m the proud father of four amazing kids and the husband to one beautiful wife.
I live in Pennsylvania.
And I try diligently yet imperfectly to follow Jesus.