A Personal Note from Dan Andrews


You do you! People showcase their awesome uniqueness to the world on social media yet feel ashamed for their human qualities because they don't feel 'normal.' We all feel embarrassed because aspects of our lives don't feel 'normal' in society's eyes. We want to avoid judgment so we're ashamed to even acknowledge these stories, traits, and situations. Yet, sometimes these self-perceived weaknesses can be the very thing holding us back from growth.

For example, Angela Moore shared on 2050 Trailblazers that she was embarrassed for her curly hair when she worked in a high pressured corporate job. No other women showcased African-American curly hair so she straightened her hair so she could blend in. 

Angela then decided to own what made her unique and embraced her authentic self by letting her hair go naturally curly. The result: she became more confident in her everyday life by ditching the feeling that she needed to blend in. Confidence began to compound over time to give her more opportunities and successes as she opened her own Financial Planning firm. A Financial Planning firm where she lets her personality shine when helping her clients versus trying to blend into a 'normal' brand of a typical Financial Planner.

So, how are you trying to blend in? Are you hiding something because you feel people will judge the real you? How can you turn this self-perceived weakness into a strength where you can showcase your best self?

Need more inspiration? Bronnie Ware wrote in her book, The Top Five Regrets of the Dying, that one of the most common regrets people voiced on their deathbeds is "I wish I had the courage to live a life true to myself, not a life others expected of me."

You only get one life so embrace what makes you unique and live your own story. Just because your life isn't 'normal,' doesn't mean you need to halt your life's journey because you're afraid of other people's judgement. Live your story!

To finish, here's another one of my favorite quotes: 

"Why fit in when you were born to stand out?" 

Dr. Seuss

Please keep reading for financial tips, insightful quotes, and a Star Wars themed corny joke at the bottom of this newsletter.
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Financial Tip of the Month

Topic: Money's Impact on Your Relationships

Humans are social creatures. In order for these social creatures to exist in the world and connect with one another, money surfaces as a necessity to function in our modern day society. Dick Wagner, who acted as a Financial Planning philosopher, explained in his 2013 essay titled, Financial Planning Saves the World, that

"Money skills are 21st century survival skills. It is impossible to function in 21st century America without some basic financial skills, even if they are only the skills of begging or working the various subsidy systems."


Our other blog articles, newsletters, and services help you with the technical and emotional side of money, but let's nudge you to address how this 21st century survival skill (money) can influence your relationships. Let's define relationships in five categories where we'll provide you with resources to dive further!

1) Your Personal Relationship with Money
  • Take the Klontz Money Behavior Inventory so you can help you define your Money Disorders from this 53 question survey
    • The survey can help you see if you're displaying behaviors known as Compulsive Buying, Gambling Disorder, Hoarding Disorder, Workaholism, Financial Dependence, Financial Enabling, Financial Denial, Financial Enmeshment, and/or Financial Infidelity.
2) How Money Impacts Your Relationship with Your Partner
3) Your Family Getting on the Same Page when it comes to Money
4) Keeping Healthy Boundaries between Your Friends and Your Money
  • Avoid both 'Keeping Up with the Joneses' and 'Flexin for the Gram'
    • Urban Dictionary defines 'Flexin for the Gram' as when you are constantly taking selfies and pics of expensive merchandise to put on Instagram to show off.
5) Giving Your Money to Strangers

Attention Parents: Give a Better Gift to your Adult Children

How We Help Your Adult Children with Financial Literacy & Personal Growth

Instead of gifting an expensive smart phone, gift our Well-Rounded Financial Planning program to your Adult Children! We love helping New Adults.


Financial Quote of the Month

"I claim that all decisions in life - large and small, financial or not - are governed by what I call the three fundamental trade-offs: risk versus return, today versus tomorrow, and self versus others. Preferences are basically the attitude with which people are solving these trade-offs."

Shachar Kariv, Ph.D.
Journal of Financial Planning, May 2018 Issue

Well-Rounded Success Around The Web

Better your giving by reading an article I wrote which was picked up as the lead article for XY Planning Network's blog:
Good Financial Reads: Tips for Giving

Looking for podcasts to better your financial life and/or to better your overall life? Look for my recommendations in two recent InvestmentNews articles:

9 Podcasts that Financial Advisers Love
8 Podcasts Advisers Listen to When they aren't Working

Want some quirky inspiration mixed with dog pictures? Follow our Instagram page where we share posts of our happenings plus our mailed postcards where you can find my dog in the majority of our posts!
Recent Post: An inspirational quote with a sleeping Bogie

Throwback Well-Rounded Success Article
Today's Prescription: Self-Applied Pressure in Moderation

"Be the type of person you want to meet."

Dan Andrews

Leader and

My goal is to make Financial Planning fun!

Learn more how I do this here:
High Five!
Here's a breakdown for the ideal person to join Well-Rounded Success so we can help young people with Financial Adulting!
  • An Analytical Mind for Business Development
  • Current Skills - or Determined to Obtain Skills - in:
    • Taxes
    • Compliance
    • Accounting
    • Operations
  • Strong personality to contribute, self-start projects, keep us on-track, and complement Dan's skills.
Please Contact Dan to learn more.

Corny Joke Reward

Q: What do you call Chewbacca when he gets chocolate stuck in his fur?
A: A chocolate chip Wookie :-)

Please help us grow our community by forwarding this newsletter to others who might be interested!
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