Turning the Page to My Next Chapter

To My Clients, Followers, and Anyone Reading This

After careful thought and consideration, I’ve made a decision I’d like to share with you.

As of July 31st, 2025, I will no longer be accepting new clients for my financial education and coaching company.

I’ve seen the good and the bad that this financial industry has to offer and been through highs and lows that most financial professionals don’t experience in their entire careers, let alone by the age of 33 (my current age as I write this). And those experiences over the decade plus have most certainly changed me from the naïve 18 year old young man who decided he wanted to learn about money and help others do the same.

If you’ve been following me for a while, you know it’s been my mission for almost 15 years to help people take control of their finances, build real wealth, and create more freedom in their lives. That mission hasn’t changed. But how I carry it out moving forward will.

The financial industry doesn’t need more marketers, salespeople, “magic” investments, products or new courses. What it needs is a higher quantity of ethical professionals who will actually sit down with people, help them map out a real plan, that the client is willing and able to execute on and deliver strategies that create the greatest positive benefit with no harm to clients. In fact, a study from Vanguard in 2022 shows that a skilled financial professional can add approximately 3% per year in net returns through behavioral coaching, tax efficiency, and portfolio management. We need a greater number of these ethical professionals helping people accomplish this kind of result. And that’s where I’m putting my focus next.

Because the truth is, very few of the courses and programs sold by the myriads of financial marketers and salespeople actually yield the results they advertise. And even fewer people end up following through even if the programs can create the desired results. My observation is that nothing can replace the 1 on 1 relationship of a trusted financial professional who has your best interest in mind at all times and is willing to walk with you as you make progress. That’s needed by virtually everyone and no single person or solution can serve that need alone.

So, if you’ve been considering becoming a client and haven’t taken action yet, this is your last shot. After July, that door will be closed. If you aren’t ready to move forward before then, that’s fine but the door won’t open after that date. If you do sign up before then, we will onboard you and take excellent care of you and you’ll be grandfathered in as a client.

If you’re already a client, nothing changes. My team will continue to serve you and support you just like we always have.

I’m not retiring, and I’m not disappearing. But I am done promoting new programs, taking on new members, or expanding the business and brand you’ve grown accustomed to. You won’t see any more videos, articles or content from me on wealth-building strategies or programs that I offer. That chapter is complete. What comes next for me is about depth and maturity. And you’ll learn more about that as it materializes.

If someone you know needs help, I’m still here. You can email me at [email protected] and I’ll gladly refer you to a trusted professional who will treat them with the care and integrity they deserve.

I’m thankful for everyone who’s been a part of this journey. The mission continues. It just looks different now.

Still yours in Purpose, Wealth and Freedom,

Jerry Fetta