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Hidden Gems: Meet Tess Zigo of TruWealth Partners

Today we’d like to introduce you to Tess Zigo.

Alright, so thank you so much for sharing your story and insight with our readers. To kick things off, can you tell us a bit about how you got started?
I am a money nerd-I love all things personal finance and have been investing since I was a 20 years old. I was in Corporate Finance for over eight years and in that time realized it wasn’t the environment for me to thrive in, I felt stuck and unhappy and had a micro-manager at the time that made me very unhappy, I wanted to find a career that had a deeper meaning and purpose, to have a bigger impact on the world around me, and I realized I had been helping my girlfriends with their 401K’s and investing questions so why not turn that into a career? I love serving women-specifically women business owners or professional women-who also have a purpose-driven career and want to organize their money and have it working for them, and value having a true “partner” in the process to help them along the way.

Alright, so let’s dig a little deeper into the story – has it been an easy path overall and if not, what were the challenges you’ve had to overcome?
Smooth! Absolutely not. I started my business being seven months pregnant, I had to take license exams and study for months on end to pass those exams and become an Advisor. This was a career change amidst my life completely being flipped inside out-being a new mom was-well a new learning experience =and being in a new career required many hours of learning. On top of that, I started my business with 0 clients. I quit a good-paying corporate job that felt “secure” to start a business with 0 clients and really o experience because I was in corporate finance before and being a Financial Planner required different skills (finding clients, building relationships, marketing, sales, etc.). It felt like drinking from a firehose because in that 1st year, I was undergoing so much change (in my personal and professional life). There was a lot of depression in those days, wondering if I’m a good mom if I made the right decision if I could really do sales (because I’m not a salesy person, I’m much more an empath and teacher). It was through connections with other women business owners I really felt I had to keep going and if they can do this so can I.

Thanks – so what else should our readers know about TruWealth Partners?

Clients typically come to me because they spent years getting their professional degree and once they start making good money they are not sure what to do with their income. There is so much information on the internet but it can be overwhelming to try to diagnose your situation (because money is emotional) and to know which advice can really serve you well and which advice isn’t so good for you. As an example, Dave Ramsey (who is a well known financial guru) preaches that all debt is evil-however the clients I work with have 6 figure student loans and they are already overwhelmed by paying that off along with balancing priorities like buying their first home, starting a family, saving for a future retirement, getting disability insurance and other items.

A story I love to share, I met a dentist 3 years ago who was paying 60K per year because he thought he had to pay off his student loans over 10 years. He was in his late 20s, about to get married to his highschool sweetheart and when we met over tacos he described the anxiety around his student loans and his tone relaxed once he painted a picture of his ideal life: move closer to home in North Carolina, buy their first home and start a family.

Fast forward to today and they bought their dream home on 5 acres of land with lots of space for their growing family, they have 2 beautiful boys and they are saving and investing for retirement, giving to their favorite charities and using their money intentionally to live a life they enjoy. Financial planning can help by having an intentional plan for your money and a partner to make sure things get done and on time, because life is busy and there’s only 24 hours in a day.

Do you have any advice for those just starting out?
Believe you can and you will. Be consistent and persistent, it takes time to build a good business (Rome wasn’t built in a day). But others have done it and so can you. Definitely start with positive affirmations to yourself daily.

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