Dear Family,

Last week, I got together with a few fellow financial advisors.

Not to compare notes or flex numbers, but to mastermind. To share ideas. To support each other. We talked about what it really takes to grow this category—financial planning for Black and underrepresented professionals.

Some folks might see that as competition.

But we see it differently. This isn’t about who gets there first. It’s about how we all get there and how many people we bring with us. The truth is, there’s more than enough opportunity to go around. What there isn’t enough of?

Access. Representation. Trust.

And that’s why we share the game. Because the mission is bigger than any one firm or individual. This work we’re doing? It’s legacy work.

And like anything that lasts, it requires a village.

From LUX, With Love

Matt