Jack Heintzelman, CFP^®

Are you comfortable with being uncomfortable when it comes to discussing your money? A few years ago, I had the pleasure of meeting with a client who was a successful businesswoman in an industry with mostly men. She had progressed from a sales assistant to Chief Executive Officer. She had purchased land, real estate, and competing businesses on her path to success. To many, she is a brilliant entrepreneur, comfortable with any challenge. However, when it comes to talking about her money, she couldn’t be more uncomfortable. It wasn’t until we started working together that she started being comfortable with being uncomfortable. She stopped being afraid to ask the wrong questions or give the wrong answers. This curiosity has provided her with a greater understanding of money, finance, and the business she runs. She continues to grow in confidence and accumulate significant wealth as a result of this transition. We’re all built to want to be comfortable. However, to really achieve our financial goals, we must open ourselves to becoming uncomfortable when discussing our money. This allows us to gain confidence and focus on our true passions. In turn, my passion in life is to make this possible for every individual, family, and business owner that I have the honor of working with.

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Investment Management, Irregular Income, Starting a Family, Sudden Wealth