Sahej Anand

You have a vision for your life, and it's my job to help you get there. One of my goals is to make sure everything is clear and understandable and there are no surprises. If something isn't obvious or maybe doesn't feel right, I'd rather have you ask as many questions as you need than walk away still in doubt. It's our shared responsibility to make sure we agree on the strategies to help you build your best life possible.

When working toward long-term goals, some people find it tempting to agree on a strategy and then let things ride. But life events happen and goals get outdated, and your financial strategies need to change accordingly. I'll set up regular appointments to stay disciplined about what's changed and how we adapt our work to mirror that. So this is not about a one-time appointment, it's a long-term relationship that may last through even a few generations of your family. I appreciate investors who are disciplined, long-term thinking and curious about how to get to their future.

My parents had a big influence on my thinking. They felt that financial literacy is not evenly distributed in the world and that a lot of people get ahead of the rest of the pack. From day 1, I grew up learning about why we save, why we plan and how we get ahead. This has served me well, and I believe I can make a difference by educating other families in the community. I do this not only with clients but through seminars I offer to the community, especially where we educate both spouses and often the young adults.

I am recently married and together, my wife and I take walks and like to BBQ. I enjoy watching and playing sports on weekends (I'm a big cricket fan), and I like a good round of golf or game of baseball. My parents live nearby in the community where I grew up. In fact, my father is also an Edward Jones financial advisor. My family – my parents, my brother and my wife is completed with two beta fish, one red and one blue.