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Getting Better all the Time



My wife and I regularly head out on the local trails near our house. She prefers to walk while I prefer to run. As a numbers guy, I always start my stopwatch before I begin and push to beat my personal best time. At the end, we meet up back at the trailhead and my wife often just shakes her head at me as I am doubled over, dripping with sweat, and gasping for air. She says I don't need to kill myself to shave a couple seconds off my time, a comment I've grown used to hearing. I can't help it though, what's the point of doing it if I'm not improving?

I am guided by continuous improvement. I believe everyone has the capacity for improvement, and for me, a life well-lived includes personal growth and life-long learning. With that said, I am excited to announce my recent completion of requirements earning the CFP® (Certified Financial Planner™) certification. To earn this certification, I met qualifications in four areas: education, exam, experience, and ethics.

  • Education: The completion of additional university-level coursework through a CFP® Board Registered Program.
  • Exam: A passing mark on the CFP® exam which tests the ability to apply financial planning knowledge to real-life situations.
  • Experience: Completion of 6,000 hours of professional experience related to the financial planning process, mostly through my work with you, my clients!
  • Ethics: Renewal of my long-standing commitment to act as a fiduciary on your behalf. In simple terms. I am required to always act in the best interests of my clients.
I am proud of and happy about my new qualification and I want to communicate to you how seriously I take my role in advising you on your investments and financial goals. I believe that commitment requires me to read and research market and economic events daily. I also believe I should continuously improve and expand my expertise. You, my clients, are my top priority and I will continue to pursue improvement that will help me be a better advisor to you.

I hope this correspondence finds you healthy and well. If you have found yourself in pursuit of self-improvement during this challenging and confusing time, I salute your efforts. And likewise, if you are taking a softer stance on the immediate completion of your personal to-do list, I respect and honor the assessment of your appropriate use of time. Regardless of your tactic, fulfillment can be found in continuous learning and I look forward to using my new knowledge to better serve you. In the meantime, if any of you have any tips on improving my trail-running time, I'm all ears.

If you have questions or if you would like to discuss investments with me, you can e-mail me at mhaertzen@wtwealthmanagement.com or call (520) 204-1058.

Sincerely,

Matt Haertzen
Matt Haertzen



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