Did you know that when you restring a guitar, a best practice is to take it one string at a time in order to keep constant, dynamic tension on the guitar at-all-times? Guitars perform best when each string is carefully tuned, living under constant tension. And the tension is REAL! Over the years of playing the guitar, there have been many times that I have broken a string while playing. When a string breaks, it often emits a loud popping noise and throws the whole guitar out of tune. As soon as the new replacement string is installed and tuned to its right note, it usually takes 2 full tunes of every string on
the guitar to get the whole guitar in tune and at peak performance.
When we meet with clients, we are often invited into the dynamic tension that exists in their personal financial life – trying to wisely balance spending, saving, investing, and giving. We often hear, “how much should I be spending on… Do I have enough cash reserves saved for my level of income and expenses? How are my investments performing? I love to be generous and give some of my money, but am I giving strategically and taking advantage of tax efficiencies?” Each aspect of our financial life affects the other and the tension isn’t easy to maintain. When one part of our financial life gets out of tune, it can affect the whole. Similar to how each guitar string needs to be tuned, for the guitar to perform at its optimal level, the more finetuned each aspect of our financial life is, the more our entire financial life works in harmony to perform at an optimal level as well.
Has it been a while since you have had a financial tune up? Would you benefit from a second opinion on your current investment strategy? Let’s chat. It brings our team great joy to meet with our clients and roll up our sleeves to develop plans that provide clarity and action steps to achieve their goals.
Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Advisor. Member FINRA/SIPC. Rose Street Advisors is independently owned and operated. #5072309.1
Jeremy is passionate about partnering with individuals and families to identify what is important in their lives and creating a comprehensive financial strategy to help them reach their life goals. This holistic approach allows Jeremy and the wealth management team to ensure the specific needs of the client are front and center as they make investment recommendations and collaboratively design custom-tailored financial plans.
Jeremy has a professional track record starting, leading, and managing for-profit and non-profit organizations. He is a graduate of Taylor University and has completed business programs at both Hong Kong Baptist University & Harvard Business School. Jeremy is also formally trained and certified in behavioral assessment, conflict management and life coaching. Jeremy, his wife Kim and their 4 kids reside in Kalamazoo. They love spending time exploring the outdoors, fixing up their farmhouse, and living life with friends and extended family.
Fun fact: Jeremy has been playing drums since he was 13 years old and made callbacks for the Blue Man Group.