You can't help everyone

While there are many descriptions of Secfi and what we do, I try to simplify things to the core of what we’re about. Secfi is in the business of helping startup employees achieve their financial goals. We provide advice and products that set-up our clients for the best chance at financial success in the future.

The business of financial advice is a really difficult one. Finances, stock options, and startup math are all complex topics. We also pretty much work solely with incredibly smart individuals. This can often create problems as quite a bit of people can be resistant to advice nowadays.

There’s a lot of stubbornness in this world. Some of that can be good and part of the reason why people are as successful as they are. Often times though, it can be really detrimental. Unfortunately I’ve seen the situation play out the same many times - we advise a client of something and they refuse to take our advice and it comes back to bite them in the ass later.

It’s frustrating as our goal is to put people in the best positions to succeed. Over the years, I’ve learned that sometimes you just can’t help everyone and that’s okay. You need to focus on the success stories not the failed stories, no matter how frustrating it can be. The success stories are why making at Secfi worth it.