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Cogent Commentary



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Becoming The Cogent Advisor and Advocate for Fiduciary Advice

In Part 2 of my story which began with In Gratitude for My Most Painful Financial Lessons Learned, I continued to hear and see how friends and family were successful in so many ways, but how they still struggled to confidently manage their money. With increasing clarity, I began to imagine what it would be like to transition away from trading, and toward a career in which I could help others align their wealth with their personal goals and ambitions.

Family Dynamics Wealth Management
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In Gratitude for My Most Painful Financial Lessons Learned

Ever since I founded The Cogent Advisor in 2010, I’ve tried to write at least one post each year, usually toward year-end, to reflect on life’s blessings and express gratitude to clients, friends, colleagues, and – most of all – my family. This year, I also want to express my gratitude for something a little different: the challenging life lessons I’ve learned about managing my own and other people’s money.

Wealth Management Family Dynamics